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 | $197,080 | $100,895+95.3% | $90,430+117.9% | $158,950+24.0% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 2.41% | 1725.54%-1723.1pp | 1293.73%-1291.3pp | 302.91%-300.5pp |
| Employer contribution / active EE | $21,111 | $3,689+472.3% | $3,262+547.2% | $4,762+343.3% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $750 | $6,505-88.5% | $5,613-86.6% | $11,248-93.3% |