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 | $37,526 | $92,743-59.5% | $82,744-54.6% | $134,532-72.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.08% | 946.63%-961.7pp | 702.22%-717.3pp | 418.27%-433.3pp |
| Employer contribution / active EE | $4,026 | $3,273+23.0% | $3,008+33.9% | $4,741-15.1% |
| Participant deferral / active EE | $3,572 | $4,802-25.6% | $4,395-18.7% | $6,401-44.2% |
| Admin fee / account holder | $1,486 | $5,977-75.1% | $5,325-72.1% | $11,429-87.0% |