Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $97,031 | $138,102-29.7% | $125,381-22.6% | $134,532-27.9% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -23.40% | 750.73%-774.1pp | 572.31%-595.7pp | 418.27%-441.7pp |
| Employer contribution / active EE | $3,266 | $5,245-37.7% | $4,815-32.2% | $4,741-31.1% |
| Participant deferral / active EE | $6,271 | $7,801-19.6% | $7,448-15.8% | $6,401-2.0% |
| Admin fee / account holder | $5,368 | $11,568-53.6% | $10,007-46.4% | $11,429-53.0% |