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 | $29,282 | $92,707-68.4% | $82,726-64.6% | $134,493-78.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.99% | 945.12%-959.1pp | 701.33%-715.3pp | 418.01%-432.0pp |
| Employer contribution / active EE | $2,870 | $3,274-12.3% | $3,009-4.6% | $4,740-39.5% |
| Participant deferral / active EE | $0 | $4,801-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,311 | $5,980-11.2% | $5,328-0.3% | $11,425-53.5% |