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 | $30,803 | $84,684-63.6% | $73,835-58.3% | $125,388-75.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -43.22% | 3123.93%-3167.2pp | 2268.13%-2311.3pp | 282.24%-325.5pp |
| Employer contribution / active EE | $3,549 | $3,123+13.6% | $2,788+27.3% | $4,866-27.1% |
| Participant deferral / active EE | $24,000 | $3,993+501.1% | $3,583+569.8% | $5,352+348.5% |
| Admin fee / account holder | $1,446 | $5,691-74.6% | $4,880-70.4% | $9,541-84.8% |