Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,813 | $92,743-91.6% | $82,744-90.6% | $134,532-94.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -51.10% | 946.63%-997.7pp | 702.22%-753.3pp | 418.27%-469.4pp |
| Employer contribution / active EE | $2,633 | $3,273-19.5% | $3,008-12.5% | $4,741-44.5% |
| Participant deferral / active EE | $6,566 | $4,802+36.8% | $4,395+49.4% | $6,401+2.6% |
| Admin fee / account holder | $1,081 | $5,977-81.9% | $5,325-79.7% | $11,429-90.5% |