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 | $101,979 | $52,519+94.2% | $155,789-34.5% | $59,633+71.0% |
| Participation rate | 85.3% | 61.7%+23.6pp | 76.1%+9.2pp | 68.7%+16.6pp |
| Annual return | -3.11% | 53.51%-56.6pp | 71.54%-74.6pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $1,770 | $1,589+11.4% | $3,839-53.9% | $2,203-19.6% |
| Participant deferral / active EE | $4,560 | $3,084+47.8% | $4,798-5.0% | $3,192+42.9% |
| Admin fee / account holder | $6,846 | $3,540+93.4% | $7,477-8.4% | $4,297+59.3% |