Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $31,720 | $67,411-52.9% | $91,004-65.1% | $70,126-54.8% |
| Participation rate | 81.4% | 71.4%+10.0pp | 75.6%+5.8pp | 69.5%+11.9pp |
| Annual return | 6.84% | -40.16%+47.0pp | 4.60%+2.2pp | 73.15%-66.3pp |
| Employer contribution / active EE | $4,302 | $1,786+140.9% | $2,456+75.2% | $2,343+83.7% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,648 | $4,236-37.5% | $5,417-51.1% | $4,645-43.0% |