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 | $134,074 | $84,685+58.3% | $73,836+81.6% | $125,389+6.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.70% | 3123.80%-3128.5pp | 2268.06%-2272.8pp | 282.24%-286.9pp |
| Employer contribution / active EE | $29,500 | $3,123+844.5% | $2,787+958.3% | $4,866+506.2% |
| Participant deferral / active EE | $23,500 | $3,993+488.6% | $3,583+555.9% | $5,352+339.1% |
| Admin fee / account holder | $1,373 | $5,694-75.9% | $4,882-71.9% | $9,541-85.6% |