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 | $53,737 | $92,766-42.1% | $82,763-35.1% | $134,545-60.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.33% | 946.97%-960.3pp | 702.45%-715.8pp | 418.37%-431.7pp |
| Employer contribution / active EE | $2,228 | $3,273-31.9% | $3,008-25.9% | $4,742-53.0% |
| Participant deferral / active EE | $4,381 | $4,802-8.8% | $4,395-0.3% | $6,401-31.6% |
| Admin fee / account holder | $10,550 | $5,978+76.5% | $5,325+98.1% | $11,431-7.7% |