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 | $63,119 | $138,075-54.3% | $123,552-48.9% | $135,379-53.4% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -12.06% | 153.70%-165.8pp | 119.20%-131.3pp | 519.79%-531.8pp |
| Employer contribution / active EE | $9,730 | $5,152+88.9% | $4,628+110.2% | $4,779+103.6% |
| Participant deferral / active EE | $13,318 | $6,800+95.9% | $6,426+107.3% | $5,609+137.4% |
| Admin fee / account holder | $2,775 | $10,917-74.6% | $9,285-70.1% | $10,828-74.4% |