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 | $65,941 | $160,059-58.8% | $140,019-52.9% | $135,380-51.3% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.5%+4.8pp | 82.6%+9.7pp |
| Annual return | -11.08% | 911.48%-922.6pp | 651.17%-662.2pp | 519.81%-530.9pp |
| Employer contribution / active EE | $10,113 | $6,420+57.5% | $5,605+80.4% | $4,779+111.6% |
| Participant deferral / active EE | $9,789 | $7,641+28.1% | $6,927+41.3% | $5,609+74.5% |
| Admin fee / account holder | $641 | $13,328-95.2% | $10,705-94.0% | $10,828-94.1% |