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 | $85,065 | $165,399-48.6% | $149,745-43.2% | $158,982-46.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.70% | 348.34%-343.6pp | 276.72%-272.0pp | 302.99%-298.3pp |
| Employer contribution / active EE | $3,344 | $5,105-34.5% | $4,646-28.0% | $4,763-29.8% |
| Participant deferral / active EE | $5,930 | $7,183-17.4% | $6,843-13.3% | $5,983-0.9% |
| Admin fee / account holder | $1,815 | $10,811-83.2% | $9,312-80.5% | $11,252-83.9% |