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 | $63,749 | $90,607-29.6% | $79,467-19.8% | $135,380-52.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.61% | 977.74%-986.3pp | 718.30%-726.9pp | 519.81%-528.4pp |
| Employer contribution / active EE | $4,022 | $3,068+31.1% | $2,800+43.6% | $4,779-15.8% |
| Participant deferral / active EE | $4,894 | $4,050+20.8% | $3,704+32.1% | $5,609-12.7% |
| Admin fee / account holder | $642 | $5,895-89.1% | $5,104-87.4% | $10,828-94.1% |