Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $2,584 | $84,551-96.9% | $61,452-95.8% | $134,532-98.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -19.30% | 585.39%-604.7pp | 338.96%-358.3pp | 418.27%-437.6pp |
| Employer contribution / active EE | $396 | $1,545-74.4% | $1,160-65.9% | $4,741-91.7% |
| Participant deferral / active EE | $408 | $2,818-85.5% | $2,125-80.8% | $6,401-93.6% |
| Admin fee / account holder | $318 | $2,587-87.7% | $2,131-85.1% | $11,429-97.2% |