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 | $43,197 | $85,790-49.6% | $67,313-35.8% | $135,380-68.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.67% | -0.54%-9.1pp | -4.08%-5.6pp | 519.81%-529.5pp |
| Employer contribution / active EE | $4,535 | $3,487+30.0% | $2,566+76.8% | $4,779-5.1% |
| Participant deferral / active EE | $8,000 | $4,651+72.0% | $3,568+124.2% | $5,609+42.6% |
| Admin fee / account holder | $518 | $6,392-91.9% | $4,507-88.5% | $10,828-95.2% |