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 | $80,586 | $44,850+79.7% | $60,547+33.1% | $59,633+35.1% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | -3.74% | 1074.14%-1077.9pp | 335.64%-339.4pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $3,126 | $1,462+113.9% | $2,419+29.2% | $2,203+41.9% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,178 | $3,635-67.6% | $4,536-74.0% | $4,297-72.6% |