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 | $30,783 | $84,694-63.7% | $73,843-58.3% | $125,392-75.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.06% | 3123.66%-3124.7pp | 2267.91%-2269.0pp | 282.23%-283.3pp |
| Employer contribution / active EE | $4,857 | $3,123+55.5% | $2,787+74.2% | $4,866-0.2% |
| Participant deferral / active EE | $6,707 | $3,992+68.0% | $3,583+87.2% | $5,351+25.3% |
| Admin fee / account holder | $818 | $5,691-85.6% | $4,880-83.2% | $9,541-91.4% |