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 | $14,138 | $90,606-84.4% | $79,466-82.2% | $135,379-89.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -56.86% | 977.69%-1034.6pp | 718.28%-775.1pp | 519.79%-576.7pp |
| Employer contribution / active EE | $350 | $3,068-88.6% | $2,800-87.5% | $4,779-92.7% |
| Participant deferral / active EE | $2,366 | $4,050-41.6% | $3,704-36.1% | $5,609-57.8% |
| Admin fee / account holder | $13,934 | $5,895+136.4% | $5,104+173.0% | $10,828+28.7% |