Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,336 | $90,486-23.4% | $78,676-11.9% | $273,972-74.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.38% | 75.62%-75.2pp | 62.19%-61.8pp | 41.46%-41.1pp |
| Employer contribution / active EE | $2,943 | $3,175-7.3% | $2,850+3.3% | $4,869-39.5% |
| Participant deferral / active EE | $4,000 | $3,901+2.5% | $3,517+13.7% | $5,287-24.3% |
| Admin fee / account holder | $2,670 | $5,263-49.3% | $4,510-40.8% | $10,133-73.6% |