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 | $20,787 | $92,743-77.6% | $82,744-74.9% | $134,532-84.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.38% | 946.63%-960.0pp | 702.22%-715.6pp | 418.27%-431.6pp |
| Employer contribution / active EE | $439 | $3,273-86.6% | $3,008-85.4% | $4,741-90.7% |
| Participant deferral / active EE | $1,694 | $4,802-64.7% | $4,395-61.5% | $6,401-73.5% |
| Admin fee / account holder | $10,077 | $5,977+68.6% | $5,325+89.3% | $11,429-11.8% |