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 | $30,051 | $150,447-80.0% | $136,298-78.0% | $147,586-79.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 2.09% | 1049.15%-1047.1pp | 5156.27%-5154.2pp | 578.59%-576.5pp |
| Employer contribution / active EE | $4,560 | $5,256-13.2% | $4,696-2.9% | $4,876-6.5% |
| Participant deferral / active EE | $24,400 | $6,631+268.0% | $6,247+290.6% | $5,439+348.6% |
| Admin fee / account holder | $359,792 | $10,906+3199.0% | $9,244+3792.2% | $10,886+3205.2% |