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 | $172,714 | $135,645+27.3% | $110,243+56.7% | $135,380+27.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.89% | 513.24%-522.1pp | 314.76%-323.6pp | 519.81%-528.7pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,536 | $5,507+0.5% | $4,672+18.5% | $5,609-1.3% |
| Admin fee / account holder | $11,237 | $11,458-1.9% | $8,548+31.5% | $10,828+3.8% |