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 | $75,748 | $84,685-10.6% | $73,836+2.6% | $125,389-39.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.72% | 3123.80%-3125.5pp | 2268.06%-2269.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $2,250 | $3,123-28.0% | $2,787-19.3% | $4,866-53.8% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,075 | $5,694-81.1% | $4,882-78.0% | $9,541-88.7% |