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 | $122,157 | $85,766+42.4% | $136,298-10.4% | $70,126+74.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 10.63% | 31.46%-20.8pp | 5156.27%-5145.6pp | 73.15%-62.5pp |
| Employer contribution / active EE | $6,211 | $2,966+109.4% | $4,696+32.3% | $2,343+165.1% |
| Participant deferral / active EE | $7,583 | $5,051+50.1% | $6,247+21.4% | $3,332+127.6% |
| Admin fee / account holder | $3,197 | $5,421-41.0% | $9,244-65.4% | $4,645-31.2% |