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 | $22,893 | $73,546-68.9% | $63,018-63.7% | $147,586-84.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.21% | 175.56%-167.3pp | 87.62%-79.4pp | 578.59%-570.4pp |
| Employer contribution / active EE | $2,834 | $3,324-14.8% | $2,761+2.6% | $4,876-41.9% |
| Participant deferral / active EE | $5,935 | $4,185+41.8% | $3,330+78.2% | $5,439+9.1% |
| Admin fee / account holder | $310 | $5,956-94.8% | $3,601-91.4% | $10,886-97.2% |