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 | $85,038 | $106,557-20.2% | $91,227-6.8% | $134,545-36.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.85% | 160.81%-174.7pp | 114.14%-128.0pp | 418.37%-432.2pp |
| Employer contribution / active EE | $333 | $3,332-90.0% | $2,851-88.3% | $4,742-93.0% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $769 | $6,235-87.7% | $5,423-85.8% | $11,431-93.3% |