Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $64,595 | $90,607-28.7% | $79,467-18.7% | $135,380-52.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.71% | 977.74%-987.4pp | 718.30%-728.0pp | 519.81%-529.5pp |
| Employer contribution / active EE | $11,042 | $3,068+259.9% | $2,800+294.3% | $4,779+131.1% |
| Participant deferral / active EE | $8,167 | $4,050+101.6% | $3,704+120.5% | $5,609+45.6% |
| Admin fee / account holder | $554 | $5,895-90.6% | $5,104-89.2% | $10,828-94.9% |