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 | $57,673 | $47,479+21.5% | $62,929-8.4% | $82,448-30.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 11.37% | 20.34%-9.0pp | 1063.93%-1052.6pp | 41.64%-30.3pp |
| Employer contribution / active EE | $2,858 | $1,885+51.6% | $2,505+14.1% | $2,551+12.0% |
| Participant deferral / active EE | $4,732 | $2,870+64.9% | $3,888+21.7% | $4,139+14.3% |
| Admin fee / account holder | $2,606 | $3,804-31.5% | $5,065-48.6% | $7,234-64.0% |