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 | $212,394 | $123,750+71.6% | $69,611+205.1% | $145,877+45.6% |
| Participation rate | 91.7% | 69.2%+22.5pp | 66.4%+25.2pp | 80.3%+11.4pp |
| Annual return | -7.77% | 192.03%-199.8pp | 101.14%-108.9pp | 551.28%-559.1pp |
| Employer contribution / active EE | $31,547 | $2,672+1080.8% | $1,709+1746.4% | $4,663+576.5% |
| Participant deferral / active EE | $0 | $4,243-100.0% | $2,891-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,729 | $7,817+11.7% | $4,696+85.9% | $13,402-34.9% |