Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $59,112 | $92,684-36.2% | $82,706-28.5% | $134,509-56.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.36% | 945.84%-961.2pp | 701.76%-717.1pp | 418.13%-433.5pp |
| Employer contribution / active EE | $2,080 | $3,272-36.4% | $3,007-30.8% | $4,741-56.1% |
| Participant deferral / active EE | $19,592 | $4,800+308.2% | $4,394+345.9% | $6,400+206.1% |
| Admin fee / account holder | $1,414 | $5,982-76.4% | $5,329-73.5% | $11,427-87.6% |