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 | $232,273 | $65,364+255.4% | $92,909+150.0% | $72,975+218.3% |
| Participation rate | 98.0% | 68.3%+29.7pp | 76.0%+22.0pp | 69.5%+28.5pp |
| Annual return | -1.14% | 42.11%-43.3pp | 109.44%-110.6pp | 81.01%-82.2pp |
| Employer contribution / active EE | $10,568 | $2,594+307.4% | $3,653+189.3% | $2,440+333.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,398 | $4,251+27.0% | $5,795-6.9% | $5,124+5.3% |