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 | $135,148 | $138,102-2.1% | $125,381+7.8% | $134,532+0.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -22.07% | 750.73%-772.8pp | 572.31%-594.4pp | 418.27%-440.3pp |
| Employer contribution / active EE | $3,136 | $5,245-40.2% | $4,815-34.9% | $4,741-33.9% |
| Participant deferral / active EE | $6,210 | $7,801-20.4% | $7,448-16.6% | $6,401-3.0% |
| Admin fee / account holder | $1,872 | $11,568-83.8% | $10,007-81.3% | $11,429-83.6% |