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 | $11,221 | $84,628-86.7% | $61,501-81.8% | $134,545-91.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -13.02% | 585.61%-598.6pp | 339.04%-352.1pp | 418.37%-431.4pp |
| Employer contribution / active EE | $3,300 | $1,545+113.6% | $1,160+184.5% | $4,742-30.4% |
| Participant deferral / active EE | $2,452 | $2,819-13.0% | $2,125+15.4% | $6,401-61.7% |
| Admin fee / account holder | $1,106 | $2,587-57.3% | $2,132-48.1% | $11,431-90.3% |