Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,847 | $54,370-43.3% | $82,763-62.7% | $68,490-55.0% |
| Participation rate | 96.8% | 63.9%+32.8pp | 72.6%+24.2pp | 67.9%+28.9pp |
| Annual return | -21.54% | -13.67%-7.9pp | 702.45%-724.0pp | -7.85%-13.7pp |
| Employer contribution / active EE | $5,241 | $2,219+136.2% | $3,008+74.2% | $2,597+101.8% |
| Participant deferral / active EE | $11,396 | $3,247+251.0% | $4,395+159.3% | $4,028+182.9% |
| Admin fee / account holder | $859 | $4,398-80.5% | $5,325-83.9% | $5,403-84.1% |