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 | $63,478 | $92,766-31.6% | $82,763-23.3% | $134,545-52.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.89% | 946.97%-960.9pp | 702.45%-716.3pp | 418.37%-432.3pp |
| Employer contribution / active EE | $1,302 | $3,273-60.2% | $3,008-56.7% | $4,742-72.5% |
| Participant deferral / active EE | $4,047 | $4,802-15.7% | $4,395-7.9% | $6,401-36.8% |
| Admin fee / account holder | $1,587 | $5,978-73.5% | $5,325-70.2% | $11,431-86.1% |