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 | $136,330 | $180,459-24.5% | $154,108-11.5% | $135,380+0.7% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -14.57% | 888.21%-902.8pp | 735.21%-749.8pp | 519.81%-534.4pp |
| Employer contribution / active EE | $2,199 | $6,035-63.6% | $5,298-58.5% | $4,779-54.0% |
| Participant deferral / active EE | $6,848 | $5,806+17.9% | $5,081+34.8% | $5,609+22.1% |
| Admin fee / account holder | $2,135 | $16,145-86.8% | $13,411-84.1% | $10,828-80.3% |