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 | $244,846 | $73,863+231.5% | $143,797+70.3% | $68,490+257.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.35% | 0.91%-21.3pp | -0.04%-20.3pp | -7.85%-12.5pp |
| Employer contribution / active EE | $11,976 | $3,185+276.0% | $4,952+141.8% | $2,597+361.2% |
| Participant deferral / active EE | $7,735 | $3,385+128.5% | $5,638+37.2% | $4,028+92.0% |
| Admin fee / account holder | $2,640 | $5,756-54.1% | $14,679-82.0% | $5,403-51.1% |