Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,669 | $190,916-91.8% | $160,037-90.2% | $134,545-88.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.67% | 552.79%-566.5pp | 408.95%-422.6pp | 418.37%-432.0pp |
| Employer contribution / active EE | $1,734 | $4,996-65.3% | $4,226-59.0% | $4,742-63.4% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,141 | $10,497-70.1% | $8,716-64.0% | $11,431-72.5% |