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 | $91,441 | $82,678+10.6% | $125,391-27.1% | $68,490+33.5% |
| Participation rate | 94.5% | 75.1%+19.5pp | 82.4%+12.2pp | 67.9%+26.6pp |
| Annual return | -21.49% | -5.97%-15.5pp | 572.41%-593.9pp | -7.85%-13.6pp |
| Employer contribution / active EE | $29,304 | $3,382+766.4% | $4,816+508.5% | $2,597+1028.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $14,380 | $6,277+129.1% | $10,009+43.7% | $5,403+166.2% |