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 | $35,544 | $90,691-60.8% | $76,119-53.3% | $145,884-75.6% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.1%+0.9pp | 80.3%-10.3pp |
| Annual return | 2.65% | 624.52%-621.9pp | 361.25%-358.6pp | 551.85%-549.2pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,251 | $5,167+59.7% | $4,259+93.7% | $6,690+23.3% |
| Admin fee / account holder | $68,366 | $8,383+715.5% | $6,421+964.7% | $13,392+410.5% |