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 | $46,640 | $87,016-46.4% | $63,244-26.3% | $125,388-62.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -11.26% | 21.71%-33.0pp | -70.31%+59.0pp | 282.24%-293.5pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,115 | $3,939-46.3% | $2,953-28.4% | $5,352-60.5% |
| Admin fee / account holder | $4,493 | $11,954-62.4% | $5,893-23.8% | $9,541-52.9% |