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 | $247,147 | $72,071+242.9% | $68,368+261.5% | $137,256+80.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 12.94% | 353.14%-340.2pp | 292.57%-279.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $5,182 | $2,788+85.9% | $2,649+95.6% | $4,156+24.7% |
| Participant deferral / active EE | $12,658 | $4,410+187.0% | $4,123+207.0% | $6,407+97.6% |
| Admin fee / account holder | $10,909 | $5,336+104.5% | $5,150+111.8% | $12,270-11.1% |