Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $104,784 | $115,810-9.5% | $101,271+3.5% | $158,966-34.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 1.41% | 56.15%-54.7pp | 46.48%-45.1pp | 302.95%-301.5pp |
| Employer contribution / active EE | $10,705 | $4,175+156.4% | $3,660+192.5% | $4,762+124.8% |
| Participant deferral / active EE | $6,984 | $4,958+40.9% | $4,371+59.8% | $5,983+16.7% |
| Admin fee / account holder | $14,298 | $7,248+97.3% | $5,948+140.4% | $11,250+27.1% |