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 | $107,041 | $59,804+79.0% | $81,982+30.6% | $79,856+34.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | -22.01% | 17.56%-39.6pp | 41.31%-63.3pp | 31.71%-53.7pp |
| Employer contribution / active EE | $1,902 | $1,713+11.0% | $2,498-23.9% | $2,471-23.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $784 | $4,288-81.7% | $5,665-86.2% | $5,306-85.2% |