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 | $25,036 | $60,243-58.4% | $86,640-71.1% | - |
| Participation rate | 0.0% | 60.8%-60.8pp | 71.7%-71.7pp | - |
| Annual return | 11.25% | 59.27%-48.0pp | 592.52%-581.3pp | - |
| Employer contribution / active EE | $0 | $2,261-100.0% | $3,024-100.0% | - |
| Participant deferral / active EE | $0 | $2,994-100.0% | $4,438-100.0% | - |
| Admin fee / account holder | $5,727 | $4,652+23.1% | $5,616+2.0% | - |