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 | $64,248 | $152,619-57.9% | $125,195-48.7% | $152,909-58.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 2.40% | 54.85%-52.4pp | 43.79%-41.4pp | 345.46%-343.1pp |
| Employer contribution / active EE | $2,500 | $4,947-49.5% | $3,866-35.3% | $4,764-47.5% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,782 | $13,437-71.9% | $9,704-61.0% | $11,601-67.4% |