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 | $23,425 | $82,630-71.7% | $64,105-63.5% | $125,389-81.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 68.2%+6.8pp | 83.2%-8.2pp |
| Annual return | -3.70% | 1489.72%-1493.4pp | 791.24%-794.9pp | 282.24%-285.9pp |
| Employer contribution / active EE | $1,928 | $2,671-27.8% | $1,820+5.9% | $4,866-60.4% |
| Participant deferral / active EE | $1,939 | $3,608-46.3% | $2,822-31.3% | $5,352-63.8% |
| Admin fee / account holder | $897 | $6,382-85.9% | $4,499-80.1% | $9,541-90.6% |