Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $51,228 | $92,743-44.8% | $82,744-38.1% | $134,532-61.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.02% | 946.63%-973.7pp | 702.22%-729.2pp | 418.27%-445.3pp |
| Employer contribution / active EE | $10,327 | $3,273+215.5% | $3,008+243.3% | $4,741+117.8% |
| Participant deferral / active EE | $15,400 | $4,802+220.7% | $4,395+250.4% | $6,401+140.6% |
| Admin fee / account holder | $516 | $5,977-91.4% | $5,325-90.3% | $11,429-95.5% |