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 | $195,948 | $92,743+111.3% | $82,744+136.8% | $134,532+45.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.51% | 946.63%-957.1pp | 702.22%-712.7pp | 418.27%-428.8pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,325 | $4,802+135.9% | $4,395+157.7% | $6,401+76.9% |
| Admin fee / account holder | $7,592 | $5,977+27.0% | $5,325+42.6% | $11,429-33.6% |