Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,198 | $138,078-76.7% | $125,363-74.3% | $134,509-76.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -35.83% | 750.49%-786.3pp | 572.15%-608.0pp | 418.13%-454.0pp |
| Employer contribution / active EE | $2,242 | $5,245-57.3% | $4,815-53.4% | $4,741-52.7% |
| Participant deferral / active EE | $3,910 | $7,800-49.9% | $7,447-47.5% | $6,400-38.9% |
| Admin fee / account holder | $753 | $11,566-93.5% | $10,005-92.5% | $11,427-93.4% |