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 | $182,264 | $76,407+138.5% | $150,298+21.3% | $82,448+121.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 10.13% | 39.99%-29.9pp | 62.79%-52.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $3,833 | $2,614+46.6% | $4,154-7.7% | $2,551+50.3% |
| Participant deferral / active EE | $6,959 | $3,214+116.5% | $5,453+27.6% | $4,139+68.1% |
| Admin fee / account holder | $1,570 | $6,352-75.3% | $14,116-88.9% | $7,234-78.3% |