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 | $48,551 | $127,387-61.9% | $115,038-57.8% | $125,389-61.3% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -92.23% | 31.28%-123.5pp | 26.14%-118.4pp | 282.24%-374.5pp |
| Employer contribution / active EE | $3,538 | $5,166-31.5% | $4,608-23.2% | $4,866-27.3% |
| Participant deferral / active EE | $11,920 | $6,423+85.6% | $6,026+97.8% | $5,352+122.7% |
| Admin fee / account holder | $6,348 | $9,516-33.3% | $8,175-22.3% | $9,541-33.5% |