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 | $73,694 | $72,273+2.0% | $101,275-27.2% | $79,856-7.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -8.55% | 22.30%-30.8pp | 46.48%-55.0pp | 31.71%-40.3pp |
| Employer contribution / active EE | $14,108 | $2,691+424.2% | $3,660+285.5% | $2,471+470.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,322 | $4,401-70.0% | $5,948-77.8% | $5,306-75.1% |