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 | $51,454 | $180,462-71.5% | $154,111-66.6% | $135,379-62.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -9.70% | 888.17%-897.9pp | 735.18%-744.9pp | 519.79%-529.5pp |
| Employer contribution / active EE | $1,780 | $6,036-70.5% | $5,298-66.4% | $4,779-62.8% |
| Participant deferral / active EE | $2,723 | $5,806-53.1% | $5,081-46.4% | $5,609-51.5% |
| Admin fee / account holder | $434 | $16,145-97.3% | $13,411-96.8% | $10,828-96.0% |