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 | $36,705 | $138,102-73.4% | $125,381-70.7% | $134,532-72.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.77% | 750.73%-776.5pp | 572.31%-598.1pp | 418.27%-444.0pp |
| Employer contribution / active EE | $2,596 | $5,245-50.5% | $4,815-46.1% | $4,741-45.2% |
| Participant deferral / active EE | $2,907 | $7,801-62.7% | $7,448-61.0% | $6,401-54.6% |
| Admin fee / account holder | $9,103 | $11,568-21.3% | $10,007-9.0% | $11,429-20.3% |