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 | $31,532 | $91,525-65.5% | $130,026-75.7% | $75,181-58.1% |
| Participation rate | 96.2% | 71.4%+24.7pp | 78.5%+17.7pp | 67.2%+29.0pp |
| Annual return | 10.42% | -631.40%+641.8pp | -137.26%+147.7pp | 160.69%-150.3pp |
| Employer contribution / active EE | $3,536 | $2,844+24.3% | $4,321-18.2% | $2,671+32.4% |
| Participant deferral / active EE | $8,401 | $4,342+93.5% | $5,821+44.3% | $4,126+103.6% |
| Admin fee / account holder | $23,408 | $6,778+245.3% | $10,608+120.7% | $5,650+314.3% |