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 | $90,958 | $106,551-14.6% | $91,225-0.3% | $134,532-32.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.60% | 160.78%-174.4pp | 114.12%-127.7pp | 418.27%-431.9pp |
| Employer contribution / active EE | $19,557 | $3,331+487.0% | $2,851+586.0% | $4,741+312.5% |
| Participant deferral / active EE | $14,797 | $4,718+213.6% | $4,233+249.5% | $6,401+131.2% |
| Admin fee / account holder | $767 | $6,234-87.7% | $5,422-85.9% | $11,429-93.3% |