Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $52,843 | $100,805-47.6% | $86,698-39.0% | $134,532-60.7% |
| Participation rate | 82.6% | 79.0%+3.7pp | 76.6%+6.0pp | 81.2%+1.4pp |
| Annual return | -25.77% | 29.09%-54.9pp | 35.95%-61.7pp | 418.27%-444.0pp |
| Employer contribution / active EE | $1,787 | $3,490-48.8% | $2,837-37.0% | $4,741-62.3% |
| Participant deferral / active EE | $4,158 | $5,339-22.1% | $4,656-10.7% | $6,401-35.0% |
| Admin fee / account holder | $529 | $10,925-95.2% | $7,493-92.9% | $11,429-95.4% |