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 | $45,478 | $90,607-49.8% | $79,467-42.8% | $135,380-66.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.62% | 977.74%-984.4pp | 718.30%-724.9pp | 519.81%-526.4pp |
| Employer contribution / active EE | $7,626 | $3,068+148.6% | $2,800+172.3% | $4,779+59.6% |
| Participant deferral / active EE | $5,879 | $4,050+45.1% | $3,704+58.7% | $5,609+4.8% |
| Admin fee / account holder | $1,031 | $5,895-82.5% | $5,104-79.8% | $10,828-90.5% |