Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,829 | $100,938-74.4% | $90,461-71.4% | $158,982-83.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -38.90% | 1727.20%-1766.1pp | 1294.76%-1333.7pp | 302.99%-341.9pp |
| Employer contribution / active EE | $5,610 | $3,691+52.0% | $3,264+71.9% | $4,763+17.8% |
| Participant deferral / active EE | $5,857 | $4,350+34.7% | $3,964+47.7% | $5,983-2.1% |
| Admin fee / account holder | $10,841 | $6,510+66.5% | $5,617+93.0% | $11,252-3.7% |