Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,363 | $90,606-70.9% | $79,466-66.8% | $135,379-80.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.60% | 977.69%-982.3pp | 718.28%-722.9pp | 519.79%-524.4pp |
| Employer contribution / active EE | $1,145 | $3,068-62.7% | $2,800-59.1% | $4,779-76.0% |
| Participant deferral / active EE | $6,403 | $4,050+58.1% | $3,704+72.9% | $5,609+14.2% |
| Admin fee / account holder | $15,678 | $5,895+166.0% | $5,104+207.2% | $10,828+44.8% |