Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $119,549 | $138,114-13.4% | $125,391-4.7% | $134,545-11.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.54% | 750.88%-772.4pp | 572.41%-593.9pp | 418.37%-439.9pp |
| Employer contribution / active EE | $8,772 | $5,246+67.2% | $4,816+82.2% | $4,742+85.0% |
| Participant deferral / active EE | $23,717 | $7,801+204.0% | $7,448+218.4% | $6,401+270.5% |
| Admin fee / account holder | $30,475 | $11,570+163.4% | $10,009+204.5% | $11,431+166.6% |