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 | $57,902 | $156,963-63.1% | $121,204-52.2% | $139,466-58.5% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | -6.93% | 1476.75%-1483.7pp | 987.18%-994.1pp | 373.66%-380.6pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,254 | $4,848-12.3% | $4,083+4.2% | $6,712-36.6% |
| Admin fee / account holder | $942 | $6,953-86.4% | $5,651-83.3% | $11,409-91.7% |