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 | $162,420 | $160,028+1.5% | $147,080+10.4% | $145,884+11.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | -38.29% | 98.60%-136.9pp | 420.17%-458.5pp | 551.85%-590.1pp |
| Employer contribution / active EE | $37,814 | $5,286+615.4% | $4,933+666.5% | $4,662+711.1% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,749 | $15,030-41.8% | $12,989-32.6% | $13,392-34.7% |