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 | $75,000 | $91,537-18.1% | $130,045-42.3% | $75,173-0.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 19.89% | -631.55%+651.4pp | -137.30%+157.2pp | 160.72%-140.8pp |
| Employer contribution / active EE | $6,820 | $2,845+139.7% | $4,321+57.8% | $2,671+155.3% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,523 | $6,780-62.8% | $10,600-76.2% | $5,651-55.3% |