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 | $81,420 | $92,219-11.7% | $76,766+6.1% | $135,382-39.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.28% | 5.46%-15.7pp | 2.43%-12.7pp | 519.77%-530.0pp |
| Employer contribution / active EE | $2,015 | $3,216-37.3% | $2,485-18.9% | $4,779-57.8% |
| Participant deferral / active EE | $7,662 | $4,508+69.9% | $3,851+98.9% | $5,609+36.6% |
| Admin fee / account holder | $2,287 | $10,749-78.7% | $6,675-65.7% | $10,829-78.9% |