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 | $26,723 | $102,978-74.0% | $90,287-70.4% | $152,870-82.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -0.29% | 95.17%-95.5pp | 78.10%-78.4pp | 345.34%-345.6pp |
| Employer contribution / active EE | $1,396 | $3,139-55.5% | $2,855-51.1% | $4,763-70.7% |
| Participant deferral / active EE | $1,024 | $4,281-76.1% | $3,885-73.6% | $5,850-82.5% |
| Admin fee / account holder | $2,509 | $6,171-59.3% | $5,351-53.1% | $11,597-78.4% |