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 | $85,784 | $209,422-59.0% | $178,503-51.9% | $158,982-46.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -15.80% | 188.81%-204.6pp | 151.12%-166.9pp | 302.99%-318.8pp |
| Employer contribution / active EE | $17,582 | $5,707+208.1% | $5,011+250.9% | $4,763+269.1% |
| Participant deferral / active EE | $2,370 | $5,955-60.2% | $5,202-54.4% | $5,983-60.4% |
| Admin fee / account holder | $1,489 | $17,079-91.3% | $13,987-89.4% | $11,252-86.8% |