Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $114,612 | $167,362-31.5% | $143,799-20.3% | $134,532-14.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.44% | 0.47%-20.9pp | -0.04%-20.4pp | 418.27%-438.7pp |
| Employer contribution / active EE | $2,082 | $5,620-63.0% | $4,952-58.0% | $4,741-56.1% |
| Participant deferral / active EE | $8,451 | $6,447+31.1% | $5,638+49.9% | $6,401+32.0% |
| Admin fee / account holder | $2,129 | $18,094-88.2% | $14,677-85.5% | $11,429-81.4% |