Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,241 | $92,743-92.2% | $82,744-91.2% | $134,532-94.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.99% | 946.63%-968.6pp | 702.22%-724.2pp | 418.27%-440.3pp |
| Employer contribution / active EE | $1,542 | $3,273-52.9% | $3,008-48.7% | $4,741-67.5% |
| Participant deferral / active EE | $5,200 | $4,802+8.3% | $4,395+18.3% | $6,401-18.8% |
| Admin fee / account holder | $992 | $5,977-83.4% | $5,325-81.4% | $11,429-91.3% |