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 | $26,969 | $90,607-70.2% | $79,467-66.1% | $135,380-80.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.09% | 977.74%-983.8pp | 718.30%-724.4pp | 519.81%-525.9pp |
| Employer contribution / active EE | $2,559 | $3,068-16.6% | $2,800-8.6% | $4,779-46.5% |
| Participant deferral / active EE | $2,833 | $4,050-30.1% | $3,704-23.5% | $5,609-49.5% |
| Admin fee / account holder | $12,188 | $5,895+106.8% | $5,104+138.8% | $10,828+12.6% |