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 | $17,638 | $84,685-79.2% | $73,836-76.1% | $125,389-85.9% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -3.91% | 3123.80%-3127.7pp | 2268.06%-2272.0pp | 282.24%-286.2pp |
| Employer contribution / active EE | $4,262 | $3,123+36.5% | $2,787+52.9% | $4,866-12.4% |
| Participant deferral / active EE | $5,497 | $3,993+37.7% | $3,583+53.4% | $5,352+2.7% |
| Admin fee / account holder | $1,074 | $5,694-81.1% | $4,882-78.0% | $9,541-88.7% |