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 | $101,429 | $175,259-42.1% | $149,723-32.3% | $139,487-27.3% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | -9.29% | 166.82%-176.1pp | 134.50%-143.8pp | 373.84%-383.1pp |
| Employer contribution / active EE | $2,611 | $5,478-52.3% | $4,821-45.8% | $4,755-45.1% |
| Participant deferral / active EE | $6,868 | $6,522+5.3% | $5,682+20.9% | $6,713+2.3% |
| Admin fee / account holder | $39,788 | $16,158+146.2% | $13,215+201.1% | $11,407+248.8% |