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 | $33,598 | $138,072-75.7% | $123,549-72.8% | $135,382-75.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -10.25% | 153.69%-163.9pp | 119.20%-129.5pp | 519.77%-530.0pp |
| Employer contribution / active EE | $1,322 | $5,152-74.3% | $4,628-71.4% | $4,779-72.3% |
| Participant deferral / active EE | $6,614 | $6,799-2.7% | $6,426+2.9% | $5,609+17.9% |
| Admin fee / account holder | $6,843 | $10,917-37.3% | $9,284-26.3% | $10,829-36.8% |