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 | $50,278 | $165,399-69.6% | $149,745-66.4% | $158,982-68.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -19.33% | 348.34%-367.7pp | 276.72%-296.1pp | 302.99%-322.3pp |
| Employer contribution / active EE | $10,649 | $5,105+108.6% | $4,646+129.2% | $4,763+123.6% |
| Participant deferral / active EE | $6,500 | $7,183-9.5% | $6,843-5.0% | $5,983+8.6% |
| Admin fee / account holder | $363 | $10,811-96.6% | $9,312-96.1% | $11,252-96.8% |