Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,235 | $185,225-90.7% | $142,898-87.9% | $167,536-89.7% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 0.17% | 8558.12%-8558.0pp | 5639.64%-5639.5pp | 478.82%-478.6pp |
| Employer contribution / active EE | $4,200 | $5,607-25.1% | $4,146+1.3% | $4,839-13.2% |
| Participant deferral / active EE | $13,000 | $4,496+189.2% | $3,838+238.7% | $6,342+105.0% |
| Admin fee / account holder | $218,483 | $8,032+2620.1% | $6,560+3230.4% | $12,315+1674.2% |