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 | $62,568 | $52,385+19.4% | $57,356+9.1% | - |
| Participation rate | 0.0% | 68.0%-68.0pp | 75.1%-75.1pp | - |
| Annual return | 1.38% | 89.90%-88.5pp | 24.41%-23.0pp | - |
| Employer contribution / active EE | $0 | $2,300-100.0% | $2,689-100.0% | - |
| Participant deferral / active EE | $0 | $2,423-100.0% | $3,162-100.0% | - |
| Admin fee / account holder | $1,503 | $3,843-60.9% | $3,357-55.2% | - |