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 | $62,752 | $111,785-43.9% | $93,669-33.0% | $145,877-57.0% |
| Participation rate | 91.7% | 74.2%+17.4pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 5.18% | 203.79%-198.6pp | 133.59%-128.4pp | 551.28%-546.1pp |
| Employer contribution / active EE | $6,687 | $3,096+116.0% | $2,424+175.9% | $4,663+43.4% |
| Participant deferral / active EE | $13,300 | $4,919+170.4% | $4,416+201.2% | $6,691+98.8% |
| Admin fee / account holder | $46,687 | $10,256+355.2% | $8,291+463.1% | $13,402+248.4% |