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 | $168,011 | $180,462-6.9% | $154,111+9.0% | $135,379+24.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.52% | 888.17%-899.7pp | 735.18%-746.7pp | 519.79%-531.3pp |
| Employer contribution / active EE | $7,395 | $6,036+22.5% | $5,298+39.6% | $4,779+54.7% |
| Participant deferral / active EE | $4,532 | $5,806-21.9% | $5,081-10.8% | $5,609-19.2% |
| Admin fee / account holder | $1,918 | $16,145-88.1% | $13,411-85.7% | $10,828-82.3% |