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 | $26,328 | $88,754-70.3% | $81,820-67.8% | $145,877-82.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -28.03% | 1031.77%-1059.8pp | 777.93%-806.0pp | 551.28%-579.3pp |
| Employer contribution / active EE | $7,261 | $3,085+135.3% | $2,915+149.1% | $4,663+55.7% |
| Participant deferral / active EE | $800 | $4,648-82.8% | $4,323-81.5% | $6,691-88.0% |
| Admin fee / account holder | $13,088 | $8,424+55.4% | $7,391+77.1% | $13,402-2.3% |