Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $56,713 | $103,038-45.0% | $90,324-37.2% | $152,909-62.9% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.5%+12.5pp |
| Annual return | -0.46% | 95.25%-95.7pp | 78.15%-78.6pp | 345.46%-345.9pp |
| Employer contribution / active EE | $11,599 | $3,141+269.3% | $2,856+306.2% | $4,764+143.5% |
| Participant deferral / active EE | $4,600 | $4,282+7.4% | $3,885+18.4% | $5,851-21.4% |
| Admin fee / account holder | $1,599 | $6,177-74.1% | $5,356-70.1% | $11,601-86.2% |