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 | $68,807 | $90,606-24.1% | $79,466-13.4% | $135,379-49.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -13.72% | 977.69%-991.4pp | 718.28%-732.0pp | 519.79%-533.5pp |
| Employer contribution / active EE | $5,000 | $3,068+63.0% | $2,800+78.6% | $4,779+4.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $375 | $5,895-93.6% | $5,104-92.7% | $10,828-96.5% |