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 | $73,677 | $90,617-18.7% | $79,476-7.3% | $135,382-45.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.06% | 977.57%-982.6pp | 718.21%-723.3pp | 519.77%-524.8pp |
| Employer contribution / active EE | $3,571 | $3,068+16.4% | $2,800+27.5% | $4,779-25.3% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,699 | $5,907+13.4% | $5,113+31.0% | $10,829-38.1% |