Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,756 | $95,915-79.4% | $79,580-75.2% | $134,532-85.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -24.25% | -2.71%-21.5pp | 0.15%-24.4pp | 418.27%-442.5pp |
| Employer contribution / active EE | $1,779 | $3,129-43.1% | $2,413-26.3% | $4,741-62.5% |
| Participant deferral / active EE | $2,777 | $4,693-40.8% | $3,985-30.3% | $6,401-56.6% |
| Admin fee / account holder | $869 | $9,132-90.5% | $6,835-87.3% | $11,429-92.4% |