Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $70,628 | $63,845+10.6% | $81,370-13.2% | $80,959-12.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | -26.39% | 16.37%-42.8pp | 24.85%-51.2pp | 35.67%-62.1pp |
| Employer contribution / active EE | $5,963 | $1,980+201.2% | $2,464+142.0% | $2,757+116.3% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,726 | $5,688-69.7% | $5,749-70.0% | $6,925-75.1% |