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 | $40,355 | $101,283-60.2% | $75,826-46.8% | $135,382-70.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -0.73% | 3384.62%-3385.3pp | 1914.15%-1914.9pp | 519.77%-520.5pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $2,862-100.0% | $5,609-100.0% |
| Admin fee / account holder | $450 | $6,539-93.1% | $4,726-90.5% | $10,829-95.8% |