Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $67,590 | $56,054+20.6% | $171,082-60.5% | $62,881+7.5% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 3.69% | 22.52%-18.8pp | 32.56%-28.9pp | 20.14%-16.5pp |
| Employer contribution / active EE | $12,500 | $1,731+622.1% | $4,002+212.4% | $2,281+448.0% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,389 | $3,647+47.8% | $8,520-36.7% | $4,296+25.5% |