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 | $36,817 | $90,617-59.4% | $79,476-53.7% | $135,382-72.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.48% | 977.57%-984.0pp | 718.21%-724.7pp | 519.77%-526.2pp |
| Employer contribution / active EE | $964 | $3,068-68.6% | $2,800-65.6% | $4,779-79.8% |
| Participant deferral / active EE | $6,073 | $4,050+49.9% | $3,704+64.0% | $5,609+8.3% |
| Admin fee / account holder | $8,538 | $5,907+44.5% | $5,113+67.0% | $10,829-21.2% |