Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $63,557 | $92,684-31.4% | $82,706-23.2% | $134,509-52.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.49% | 945.84%-962.3pp | 701.76%-718.3pp | 418.13%-434.6pp |
| Employer contribution / active EE | $3,291 | $3,272+0.6% | $3,007+9.4% | $4,741-30.6% |
| Participant deferral / active EE | $6,891 | $4,800+43.6% | $4,394+56.8% | $6,400+7.7% |
| Admin fee / account holder | $584 | $5,982-90.2% | $5,329-89.0% | $11,427-94.9% |