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 | $174,554 | $113,941+53.2% | $94,229+85.2% | $125,389+39.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -6.06% | 5.29%-11.3pp | 10.68%-16.7pp | 282.24%-288.3pp |
| Employer contribution / active EE | $18,855 | $4,727+298.9% | $3,587+425.7% | $4,866+287.5% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,275 | $8,392-37.1% | $6,269-15.9% | $9,541-44.7% |