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 | $8,181 | $92,766-91.2% | $82,763-90.1% | $134,545-93.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.47% | 946.97%-966.4pp | 702.45%-721.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $4,802 | $3,273+46.7% | $3,008+59.6% | $4,742+1.3% |
| Participant deferral / active EE | $4,155 | $4,802-13.5% | $4,395-5.5% | $6,401-35.1% |
| Admin fee / account holder | $914 | $5,978-84.7% | $5,325-82.8% | $11,431-92.0% |