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 | $128,547 | $154,145-16.6% | $130,014-1.1% | $139,427-7.8% |
| Participation rate | 94.7% | 82.0%+12.8pp | 78.5%+16.2pp | 80.3%+14.4pp |
| Annual return | -10.40% | 32.49%-42.9pp | -137.22%+126.8pp | 373.27%-383.7pp |
| Employer contribution / active EE | $3,648 | $5,290-31.0% | $4,320-15.6% | $4,752-23.2% |
| Participant deferral / active EE | $8,058 | $6,711+20.1% | $5,821+38.4% | $6,711+20.1% |
| Admin fee / account holder | $1,532 | $14,009-89.1% | $10,616-85.6% | $11,404-86.6% |