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 | $115,389 | $102,382+12.7% | $147,005-21.5% | $80,874+42.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -6.98% | 134.89%-141.9pp | 418.76%-425.7pp | 35.62%-42.6pp |
| Employer contribution / active EE | $8,121 | $3,715+118.6% | $4,934+64.6% | $2,756+194.7% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,935 | $7,942-25.3% | $13,006-54.4% | $6,935-14.4% |