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 | $100,195 | $47,944+109.0% | $67,834+47.7% | $62,881+59.3% |
| Participation rate | 90.9% | 61.1%+29.8pp | 68.8%+22.1pp | 69.3%+21.6pp |
| Annual return | -2.20% | 11.77%-14.0pp | 138.47%-140.7pp | 20.14%-22.3pp |
| Employer contribution / active EE | $1,257 | $1,562-19.5% | $2,403-47.7% | $2,281-44.9% |
| Participant deferral / active EE | $2,990 | $2,247+33.1% | $3,160-5.4% | $3,203-6.7% |
| Admin fee / account holder | $2,203 | $3,712-40.6% | $4,622-52.3% | $4,296-48.7% |