Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,645 | $88,596-85.7% | $70,098-82.0% | $134,509-90.6% |
| Participation rate | 77.8% | 74.9%+2.8pp | 70.5%+7.3pp | 81.2%-3.5pp |
| Annual return | -24.39% | 442.67%-467.1pp | 190.76%-215.2pp | 418.13%-442.5pp |
| Employer contribution / active EE | $1,670 | $3,235-48.4% | $2,560-34.8% | $4,741-64.8% |
| Participant deferral / active EE | $4,713 | $4,772-1.2% | $3,849+22.4% | $6,400-26.4% |
| Admin fee / account holder | $747 | $10,441-92.8% | $6,266-88.1% | $11,427-93.5% |