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 | $91,008 | $102,635-11.3% | $86,209+5.6% | $139,456-34.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 2.32% | 1923.53%-1921.2pp | 1169.05%-1166.7pp | 373.45%-371.1pp |
| Employer contribution / active EE | $8,072 | $3,034+166.0% | $2,381+239.0% | $4,753+69.8% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,931 | $8,661-31.5% | $6,853-13.5% | $11,407-48.0% |