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 | $89,943 | $92,219-2.5% | $76,768+17.2% | $135,379-33.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.60% | 5.46%-15.1pp | 2.43%-12.0pp | 519.79%-529.4pp |
| Employer contribution / active EE | $2,260 | $3,216-29.7% | $2,485-9.1% | $4,779-52.7% |
| Participant deferral / active EE | $4,811 | $4,508+6.7% | $3,852+24.9% | $5,609-14.2% |
| Admin fee / account holder | $8,105 | $10,749-24.6% | $6,675+21.4% | $10,828-25.2% |