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 | $91,462 | $92,743-1.4% | $82,744+10.5% | $134,532-32.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.44% | 946.63%-967.1pp | 702.22%-722.7pp | 418.27%-438.7pp |
| Employer contribution / active EE | $20,518 | $3,273+526.9% | $3,008+582.1% | $4,741+332.8% |
| Participant deferral / active EE | $22,875 | $4,802+376.4% | $4,395+420.5% | $6,401+257.4% |
| Admin fee / account holder | $393 | $5,977-93.4% | $5,325-92.6% | $11,429-96.6% |