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 | $113,361 | $183,968-38.4% | $162,166-30.1% | $152,870-25.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | -0.75% | 150.77%-151.5pp | 115.59%-116.3pp | 345.34%-346.1pp |
| Employer contribution / active EE | $4,183 | $6,371-34.3% | $5,614-25.5% | $4,763-12.2% |
| Participant deferral / active EE | $9,034 | $8,034+12.4% | $7,298+23.8% | $5,850+54.4% |
| Admin fee / account holder | $520 | $13,121-96.0% | $10,842-95.2% | $11,597-95.5% |