Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $228,292 | $84,685+169.6% | $73,836+209.2% | $125,389+82.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -5.12% | 3123.80%-3128.9pp | 2268.06%-2273.2pp | 282.24%-287.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $18,625 | $3,993+366.5% | $3,583+419.8% | $5,352+248.0% |
| Admin fee / account holder | $1,123 | $5,694-80.3% | $4,882-77.0% | $9,541-88.2% |