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 | $69,035 | $138,076-50.0% | $123,553-44.1% | $135,380-49.0% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -9.97% | 153.70%-163.7pp | 119.21%-129.2pp | 519.81%-529.8pp |
| Employer contribution / active EE | $2,382 | $5,152-53.8% | $4,628-48.5% | $4,779-50.2% |
| Participant deferral / active EE | $9,457 | $6,800+39.1% | $6,426+47.2% | $5,609+68.6% |
| Admin fee / account holder | $4,901 | $10,917-55.1% | $9,284-47.2% | $10,828-54.7% |