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 | $143,951 | $73,955+94.6% | $96,520+49.1% | $75,181+91.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -2.41% | 26.72%-29.1pp | 35.72%-38.1pp | 160.69%-163.1pp |
| Employer contribution / active EE | $9,859 | $2,930+236.5% | $3,739+163.7% | $2,671+269.2% |
| Participant deferral / active EE | $7,676 | $3,659+109.8% | $4,879+57.3% | $4,126+86.0% |
| Admin fee / account holder | $7,363 | $5,217+41.1% | $6,733+9.4% | $5,650+30.3% |