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 | $39,501 | $152,619-74.1% | $125,195-68.4% | $152,909-74.2% |
| Participation rate | 94.4% | 83.3%+11.1pp | 79.8%+14.7pp | 82.5%+12.0pp |
| Annual return | 4.70% | 54.85%-50.1pp | 43.79%-39.1pp | 345.46%-340.8pp |
| Employer contribution / active EE | $5,333 | $4,947+7.8% | $3,866+38.0% | $4,764+12.0% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,879 | $13,437-63.7% | $9,704-49.7% | $11,601-57.9% |