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 | $101,757 | $82,630+23.1% | $64,105+58.7% | $125,389-18.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -4.85% | 1489.72%-1494.6pp | 791.24%-796.1pp | 282.24%-287.1pp |
| Employer contribution / active EE | $17,407 | $2,671+551.6% | $1,820+856.5% | $4,866+257.7% |
| Participant deferral / active EE | $32,535 | $3,608+801.6% | $2,822+1053.1% | $5,352+508.0% |
| Admin fee / account holder | $89,937 | $6,382+1309.3% | $4,499+1898.9% | $9,541+842.7% |