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 | $128,973 | $135,956-5.1% | $123,894+4.1% | $273,972-52.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -4.37% | 56.63%-61.0pp | 47.52%-51.9pp | 41.46%-45.8pp |
| Employer contribution / active EE | $5,288 | $5,170+2.3% | $4,617+14.5% | $4,869+8.6% |
| Participant deferral / active EE | $18,000 | $6,343+183.8% | $5,984+200.8% | $5,287+240.4% |
| Admin fee / account holder | $197,465 | $9,817+1911.4% | $8,357+2262.8% | $10,133+1848.8% |