Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $51,833 | $150,447-65.5% | $136,298-62.0% | $147,586-64.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 2.59% | 1049.15%-1046.6pp | 5156.27%-5153.7pp | 578.59%-576.0pp |
| Employer contribution / active EE | $3,875 | $5,256-26.3% | $4,696-17.5% | $4,876-20.5% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $36,284 | $10,906+232.7% | $9,244+292.5% | $10,886+233.3% |