Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,243 | $92,743-25.3% | $82,744-16.3% | $134,532-48.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.54% | 946.63%-963.2pp | 702.22%-718.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $7,886 | $3,273+141.0% | $3,008+162.2% | $4,741+66.3% |
| Participant deferral / active EE | $7,038 | $4,802+46.6% | $4,395+60.1% | $6,401+9.9% |
| Admin fee / account holder | $3,056 | $5,977-48.9% | $5,325-42.6% | $11,429-73.3% |