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 | $28,983 | $57,352-49.5% | $83,830-65.4% | $64,173-54.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -11.29% | 11.38%-22.7pp | 850.97%-862.3pp | 7.63%-18.9pp |
| Employer contribution / active EE | $10,177 | $2,546+299.8% | $3,631+180.3% | $2,381+327.5% |
| Participant deferral / active EE | $5,626 | $2,993+88.0% | $4,082+37.8% | $3,470+62.2% |
| Admin fee / account holder | $3,420 | $4,046-15.5% | $5,479-37.6% | $4,887-30.0% |