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 | $44,104 | $84,685-47.9% | $73,836-40.3% | $125,389-64.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -6.67% | 3123.80%-3130.5pp | 2268.06%-2274.7pp | 282.24%-288.9pp |
| Employer contribution / active EE | $19,500 | $3,123+524.3% | $2,787+599.6% | $4,866+300.7% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $25,905 | $5,694+354.9% | $4,882+430.6% | $9,541+171.5% |