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 | $86,341 | $138,102-37.5% | $125,381-31.1% | $134,532-35.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -21.73% | 750.73%-772.5pp | 572.31%-594.0pp | 418.27%-440.0pp |
| Employer contribution / active EE | $3,897 | $5,245-25.7% | $4,815-19.1% | $4,741-17.8% |
| Participant deferral / active EE | $7,245 | $7,801-7.1% | $7,448-2.7% | $6,401+13.2% |
| Admin fee / account holder | $421 | $11,568-96.4% | $10,007-95.8% | $11,429-96.3% |