Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,545 | $90,607-54.1% | $79,467-47.7% | $135,380-69.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.13% | 977.74%-983.9pp | 718.30%-724.4pp | 519.81%-525.9pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,357 | $4,050-17.1% | $3,704-9.4% | $5,609-40.1% |
| Admin fee / account holder | $2,821 | $5,895-52.1% | $5,104-44.7% | $10,828-73.9% |