Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $104,295 | $118,708-12.1% | $98,920+5.4% | $158,982-34.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -20.33% | 372.49%-392.8pp | 196.47%-216.8pp | 302.99%-323.3pp |
| Employer contribution / active EE | $16,667 | $3,334+399.9% | $2,689+519.7% | $4,763+249.9% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17,657 | $10,134+74.2% | $6,643+165.8% | $11,252+56.9% |