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 | $37,104 | $92,707-60.0% | $82,726-55.1% | $134,493-72.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.33% | 945.12%-957.4pp | 701.33%-713.7pp | 418.01%-430.3pp |
| Employer contribution / active EE | $5,304 | $3,274+62.0% | $3,009+76.3% | $4,740+11.9% |
| Participant deferral / active EE | $6,261 | $4,801+30.4% | $4,394+42.5% | $6,400-2.2% |
| Admin fee / account holder | $2,565 | $5,980-57.1% | $5,328-51.9% | $11,425-77.6% |