Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,552 | $154,228-62.0% | $145,433-59.7% | $137,256-57.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 0.00% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $5,090 | $4,804+5.9% | $4,554+11.8% | $4,156+22.5% |
| Participant deferral / active EE | $14,198 | $8,216+72.8% | $7,897+79.8% | $6,407+121.6% |
| Admin fee / account holder | $14,612 | $14,344+1.9% | $13,129+11.3% | $12,270+19.1% |