Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $61,493 | $106,918-42.5% | $84,021-26.8% | $152,897-59.8% |
| Participation rate | 94.4% | 75.2%+19.2pp | 69.0%+25.4pp | 82.5%+12.0pp |
| Annual return | 2.40% | 105.01%-102.6pp | 71.32%-68.9pp | 345.43%-343.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,951 | $4,012-26.4% | $3,239-8.9% | $5,851-49.6% |
| Admin fee / account holder | $736 | $8,288-91.1% | $6,102-87.9% | $11,599-93.7% |