Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $81,611 | $201,370-59.5% | $184,256-55.7% | $145,897-44.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.69% | 29.05%-27.4pp | 28.85%-27.2pp | 552.29%-550.6pp |
| Employer contribution / active EE | $8,182 | $7,024+16.5% | $6,427+27.3% | $4,663+75.5% |
| Participant deferral / active EE | $11,038 | $9,808+12.5% | $9,133+20.9% | $6,689+65.0% |
| Admin fee / account holder | $257,115 | $16,364+1471.2% | $13,899+1749.8% | $13,390+1820.1% |