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 | $72,359 | $112,121-35.5% | $95,960-24.6% | $158,966-54.5% |
| Participation rate | 93.3% | 79.0%+14.3pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | 5.62% | 171.16%-165.5pp | 91.63%-86.0pp | 302.95%-297.3pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,447 | $4,784+13.9% | $4,167+30.7% | $5,983-9.0% |
| Admin fee / account holder | $316 | $10,135-96.9% | $6,797-95.4% | $11,250-97.2% |