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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,151 | $92,766-56.7% | $82,763-51.5% | $134,545-70.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.58% | 946.97%-959.6pp | 702.45%-715.0pp | 418.37%-431.0pp |
| Employer contribution / active EE | $3,291 | $3,273+0.6% | $3,008+9.4% | $4,742-30.6% |
| Participant deferral / active EE | $7,046 | $4,802+46.7% | $4,395+60.3% | $6,401+10.1% |
| Admin fee / account holder | $1,540 | $5,978-74.2% | $5,325-71.1% | $11,431-86.5% |