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 | $77,700 | $87,546-11.2% | $75,784+2.5% | $125,389-38.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -7.48% | 13.49%-21.0pp | 9.68%-17.2pp | 282.24%-289.7pp |
| Employer contribution / active EE | $2,825 | $3,930-28.1% | $3,323-15.0% | $4,866-41.9% |
| Participant deferral / active EE | $13,485 | $4,230+218.8% | $3,652+269.3% | $5,352+152.0% |
| Admin fee / account holder | $7,434 | $6,503+14.3% | $5,300+40.3% | $9,541-22.1% |