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 | $96,022 | $135,956-29.4% | $123,894-22.5% | $273,972-65.0% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | -1.31% | 56.63%-57.9pp | 47.52%-48.8pp | 41.46%-42.8pp |
| Employer contribution / active EE | $14,041 | $5,170+171.6% | $4,617+204.1% | $4,869+188.4% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,136 | $9,817-78.2% | $8,357-74.4% | $10,133-78.9% |