Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $46,864 | $102,429-54.2% | $147,096-68.1% | $80,925-42.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 3.11% | 135.02%-131.9pp | 419.75%-416.6pp | 35.65%-32.5pp |
| Employer contribution / active EE | $4,557 | $3,716+22.7% | $4,936-7.7% | $2,756+65.3% |
| Participant deferral / active EE | $7,178 | $6,649+8.0% | $8,071-11.1% | $4,299+67.0% |
| Admin fee / account holder | $1,559 | $7,957-80.4% | $13,005-88.0% | $6,940-77.5% |