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 | $33,993 | $111,814-69.6% | $93,654-63.7% | $145,959-76.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | -21.66% | 203.30%-225.0pp | 133.34%-155.0pp | 561.95%-583.6pp |
| Employer contribution / active EE | $2,778 | $3,092-10.1% | $2,421+14.7% | $4,661-40.4% |
| Participant deferral / active EE | $4,870 | $4,914-0.9% | $4,413+10.4% | $6,689-27.2% |
| Admin fee / account holder | $2,285 | $10,246-77.7% | $8,282-72.4% | $13,398-82.9% |