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 | $82,181 | $160,028-48.6% | $147,080-44.1% | $145,884-43.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.68% | 98.60%-97.9pp | 420.17%-419.5pp | 551.85%-551.2pp |
| Employer contribution / active EE | $25,809 | $5,286+388.3% | $4,933+423.1% | $4,662+453.6% |
| Participant deferral / active EE | $13,061 | $8,422+55.1% | $8,066+61.9% | $6,690+95.2% |
| Admin fee / account holder | $113,165 | $15,030+652.9% | $12,989+771.2% | $13,392+745.0% |