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 | $36,794 | $90,607-59.4% | $79,467-53.7% | $135,380-72.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.73% | 977.74%-981.5pp | 718.30%-722.0pp | 519.81%-523.5pp |
| Employer contribution / active EE | $3,407 | $3,068+11.1% | $2,800+21.7% | $4,779-28.7% |
| Participant deferral / active EE | $5,444 | $4,050+34.4% | $3,704+47.0% | $5,609-2.9% |
| Admin fee / account holder | $13,054 | $5,895+121.4% | $5,104+155.7% | $10,828+20.6% |