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 | $62,359 | $90,607-31.2% | $79,467-21.5% | $135,380-53.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.15% | 977.74%-982.9pp | 718.30%-723.5pp | 519.81%-525.0pp |
| Employer contribution / active EE | $5,000 | $3,068+63.0% | $2,800+78.6% | $4,779+4.6% |
| Participant deferral / active EE | $2,851 | $4,050-29.6% | $3,704-23.0% | $5,609-49.2% |
| Admin fee / account holder | $34,128 | $5,895+478.9% | $5,104+568.6% | $10,828+215.2% |