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 | $191,714 | $77,905+146.1% | $149,682+28.1% | $75,173+155.0% |
| Participation rate | 97.1% | 65.6%+31.6pp | 78.8%+18.4pp | 67.2%+29.9pp |
| Annual return | 10.57% | 31.72%-21.1pp | 134.35%-123.8pp | 160.65%-150.1pp |
| Employer contribution / active EE | $7,698 | $3,138+145.3% | $4,818+59.8% | $2,670+188.3% |
| Participant deferral / active EE | $9,368 | $3,411+174.6% | $5,681+64.9% | $4,126+127.1% |
| Admin fee / account holder | $7,130 | $5,957+19.7% | $13,210-46.0% | $5,651+26.2% |