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 | $59,739 | $90,617-34.1% | $79,476-24.8% | $135,382-55.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.32% | 977.57%-985.9pp | 718.21%-726.5pp | 519.77%-528.1pp |
| Employer contribution / active EE | $9,640 | $3,068+214.2% | $2,800+244.2% | $4,779+101.7% |
| Participant deferral / active EE | $14,253 | $4,050+251.9% | $3,704+284.8% | $5,609+154.1% |
| Admin fee / account holder | $2,500 | $5,907-57.7% | $5,113-51.1% | $10,829-76.9% |