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 | $79,504 | $102,422-22.4% | $147,117-46.0% | $80,959-1.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -4.99% | 135.16%-140.2pp | 420.54%-425.5pp | 35.67%-40.7pp |
| Employer contribution / active EE | $6,861 | $3,717+84.6% | $4,932+39.1% | $2,757+148.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $788 | $7,953-90.1% | $12,993-93.9% | $6,925-88.6% |