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 | $90,827 | $92,743-2.1% | $82,744+9.8% | $134,532-32.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.45% | 946.63%-961.1pp | 702.22%-716.7pp | 418.27%-432.7pp |
| Employer contribution / active EE | $1,849 | $3,273-43.5% | $3,008-38.5% | $4,741-61.0% |
| Participant deferral / active EE | $7,398 | $4,802+54.1% | $4,395+68.3% | $6,401+15.6% |
| Admin fee / account holder | $1,056 | $5,977-82.3% | $5,325-80.2% | $11,429-90.8% |