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 | $219,124 | $154,159+42.1% | $130,026+68.5% | $139,456+57.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 2.61% | 32.50%-29.9pp | -137.26%+139.9pp | 373.45%-370.8pp |
| Employer contribution / active EE | $16,240 | $5,292+206.9% | $4,321+275.8% | $4,753+241.7% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,839 | $14,001-86.9% | $10,608-82.7% | $11,407-83.9% |