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 | $14,008 | $84,685-83.5% | $73,836-81.0% | $125,389-88.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.12% | 3123.80%-3127.9pp | 2268.06%-2272.2pp | 282.24%-286.4pp |
| Employer contribution / active EE | $2,500 | $3,123-20.0% | $2,787-10.3% | $4,866-48.6% |
| Participant deferral / active EE | $2,616 | $3,993-34.5% | $3,583-27.0% | $5,352-51.1% |
| Admin fee / account holder | $448 | $5,694-92.1% | $4,882-90.8% | $9,541-95.3% |