Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $36,886 | $92,743-60.2% | $82,744-55.4% | $134,532-72.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.58% | 946.63%-961.2pp | 702.22%-716.8pp | 418.27%-432.8pp |
| Employer contribution / active EE | $7,326 | $3,273+123.9% | $3,008+143.6% | $4,741+54.5% |
| Participant deferral / active EE | $4,003 | $4,802-16.6% | $4,395-8.9% | $6,401-37.5% |
| Admin fee / account holder | $907 | $5,977-84.8% | $5,325-83.0% | $11,429-92.1% |