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 | $80,605 | $96,123-16.1% | $77,361+4.2% | $198,609-59.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 2.33% | 2054.81%-2052.5pp | 1011.54%-1009.2pp | 202.70%-200.4pp |
| Employer contribution / active EE | $6,327 | $3,791+66.9% | $2,990+111.6% | $5,055+25.1% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,477 | $9,471-63.3% | $5,894-41.0% | $19,030-81.7% |