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 | $59,266 | $138,076-57.1% | $123,553-52.0% | $135,380-56.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.56% | 153.70%-160.3pp | 119.21%-125.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $2,194 | $5,152-57.4% | $4,628-52.6% | $4,779-54.1% |
| Participant deferral / active EE | $2,275 | $6,800-66.5% | $6,426-64.6% | $5,609-59.4% |
| Admin fee / account holder | $20,283 | $10,917+85.8% | $9,284+118.5% | $10,828+87.3% |