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 | $18,773 | $103,038-81.8% | $90,324-79.2% | $152,909-87.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.68% | 95.25%-90.6pp | 78.15%-73.5pp | 345.46%-340.8pp |
| Employer contribution / active EE | $1,465 | $3,141-53.3% | $2,856-48.7% | $4,764-69.2% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,376 | $6,177-77.7% | $5,356-74.3% | $11,601-88.1% |