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 | $133,014 | $73,863+80.1% | $143,797-7.5% | $68,490+94.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -22.46% | 0.91%-23.4pp | -0.04%-22.4pp | -7.85%-14.6pp |
| Employer contribution / active EE | $2,574 | $3,185-19.2% | $4,952-48.0% | $2,597-0.9% |
| Participant deferral / active EE | $6,757 | $3,385+99.6% | $5,638+19.8% | $4,028+67.8% |
| Admin fee / account holder | $3,646 | $5,756-36.7% | $14,679-75.2% | $5,403-32.5% |