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 | $76,665 | $90,607-15.4% | $79,467-3.5% | $135,380-43.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.57% | 977.74%-988.3pp | 718.30%-728.9pp | 519.81%-530.4pp |
| Employer contribution / active EE | $1,080 | $3,068-64.8% | $2,800-61.4% | $4,779-77.4% |
| Participant deferral / active EE | $1,080 | $4,050-73.3% | $3,704-70.8% | $5,609-80.7% |
| Admin fee / account holder | $13,275 | $5,895+125.2% | $5,104+160.1% | $10,828+22.6% |