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 | $30,825 | $180,749-82.9% | $160,784-80.8% | $137,256-77.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | -24.76% | 2234.46%-2259.2pp | 1803.92%-1828.7pp | 220.34%-245.1pp |
| Employer contribution / active EE | $3,632 | $4,155-12.6% | $3,733-2.7% | $4,156-12.6% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $430 | $10,397-95.9% | $9,717-95.6% | $12,270-96.5% |