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 | $13,353 | $90,606-85.3% | $79,466-83.2% | $135,379-90.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -16.24% | 977.69%-993.9pp | 718.28%-734.5pp | 519.79%-536.0pp |
| Employer contribution / active EE | $1,659 | $3,068-45.9% | $2,800-40.7% | $4,779-65.3% |
| Participant deferral / active EE | $6,474 | $4,050+59.8% | $3,704+74.8% | $5,609+15.4% |
| Admin fee / account holder | $325 | $5,895-94.5% | $5,104-93.6% | $10,828-97.0% |