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 | $126,654 | $102,663+23.4% | $86,216+46.9% | $139,466-9.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 6.63% | 1924.52%-1917.9pp | 1169.42%-1162.8pp | 373.66%-367.0pp |
| Employer contribution / active EE | $3,630 | $3,035+19.6% | $2,382+52.4% | $4,754-23.6% |
| Participant deferral / active EE | $8,847 | $4,677+89.1% | $3,986+121.9% | $6,712+31.8% |
| Admin fee / account holder | $479,083 | $8,663+5430.4% | $6,853+6890.5% | $11,409+4099.3% |