Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $62,080 | $167,353-62.9% | $143,797-56.8% | $134,545-53.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.37% | 0.48%-24.9pp | -0.04%-24.3pp | 418.37%-442.7pp |
| Employer contribution / active EE | $18,220 | $5,620+224.2% | $4,952+267.9% | $4,742+284.3% |
| Participant deferral / active EE | $10,536 | $6,447+63.4% | $5,638+86.9% | $6,401+64.6% |
| Admin fee / account holder | $1,054 | $18,096-94.2% | $14,679-92.8% | $11,431-90.8% |