Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,330 | $117,846-74.3% | $102,434-70.4% | $145,884-79.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.34% | 31.90%-23.6pp | 29.46%-21.1pp | 551.85%-543.5pp |
| Employer contribution / active EE | $2,910 | $3,615-19.5% | $3,023-3.8% | $4,662-37.6% |
| Participant deferral / active EE | $6,302 | $5,733+9.9% | $5,055+24.7% | $6,690-5.8% |
| Admin fee / account holder | $53,959 | $13,356+304.0% | $9,462+470.3% | $13,392+302.9% |