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 | $62,400 | $84,685-26.3% | $73,836-15.5% | $125,389-50.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.88% | 3123.80%-3128.7pp | 2268.06%-2272.9pp | 282.24%-287.1pp |
| Employer contribution / active EE | $6,980 | $3,123+123.5% | $2,787+150.4% | $4,866+43.5% |
| Participant deferral / active EE | $5,562 | $3,993+39.3% | $3,583+55.2% | $5,352+3.9% |
| Admin fee / account holder | $855 | $5,694-85.0% | $4,882-82.5% | $9,541-91.0% |