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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,574 | $106,557-61.9% | $91,227-55.5% | $134,545-69.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -4.76% | 160.81%-165.6pp | 114.14%-118.9pp | 418.37%-423.1pp |
| Employer contribution / active EE | $5,641 | $3,332+69.3% | $2,851+97.9% | $4,742+19.0% |
| Participant deferral / active EE | $3,087 | $4,719-34.6% | $4,234-27.1% | $6,401-51.8% |
| Admin fee / account holder | $2,362 | $6,235-62.1% | $5,423-56.4% | $11,431-79.3% |