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 | $76,876 | $112,121-31.4% | $95,960-19.9% | $158,966-51.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -6.88% | 171.16%-178.0pp | 91.63%-98.5pp | 302.95%-309.8pp |
| Employer contribution / active EE | $4,782 | $3,199+49.5% | $2,541+88.2% | $4,762+0.4% |
| Participant deferral / active EE | $5,627 | $4,784+17.6% | $4,167+35.0% | $5,983-6.0% |
| Admin fee / account holder | $5,164 | $10,135-49.1% | $6,797-24.0% | $11,250-54.1% |