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 | $55,177 | $92,766-40.5% | $82,763-33.3% | $134,545-59.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.44% | 946.97%-965.4pp | 702.45%-720.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $4,411 | $3,273+34.8% | $3,008+46.6% | $4,742-7.0% |
| Participant deferral / active EE | $10,360 | $4,802+115.7% | $4,395+135.7% | $6,401+61.8% |
| Admin fee / account holder | $2,144 | $5,978-64.1% | $5,325-59.7% | $11,431-81.2% |