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 | $197,164 | $153,769+28.2% | $133,975+47.2% | $273,972-28.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -8.02% | 36.51%-44.5pp | 29.29%-37.3pp | 41.46%-49.5pp |
| Employer contribution / active EE | $6,974 | $6,029+15.7% | $5,211+33.8% | $4,869+43.2% |
| Participant deferral / active EE | $8,444 | $6,958+21.4% | $6,282+34.4% | $5,287+59.7% |
| Admin fee / account holder | $1,733 | $11,765-85.3% | $9,324-81.4% | $10,133-82.9% |