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 | $14,090 | $90,607-84.4% | $79,467-82.3% | $135,380-89.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -28.96% | 977.74%-1006.7pp | 718.30%-747.3pp | 519.81%-548.8pp |
| Employer contribution / active EE | $3,344 | $3,068+9.0% | $2,800+19.4% | $4,779-30.0% |
| Participant deferral / active EE | $3,550 | $4,050-12.3% | $3,704-4.1% | $5,609-36.7% |
| Admin fee / account holder | $2,060 | $5,895-65.1% | $5,104-59.6% | $10,828-81.0% |