Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $81,299 | $92,684-12.3% | $82,706-1.7% | $134,509-39.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.21% | 945.84%-954.1pp | 701.76%-710.0pp | 418.13%-426.3pp |
| Employer contribution / active EE | $8,862 | $3,272+170.9% | $3,007+194.7% | $4,741+86.9% |
| Participant deferral / active EE | $1,212 | $4,800-74.7% | $4,394-72.4% | $6,400-81.1% |
| Admin fee / account holder | $142,344 | $5,982+2279.6% | $5,329+2571.4% | $11,427+1145.7% |