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 | $22,331 | $97,729-77.2% | $83,830-73.4% | $135,379-83.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.72% | 1287.52%-1293.2pp | 850.97%-856.7pp | 519.79%-525.5pp |
| Employer contribution / active EE | $7,971 | $4,222+88.8% | $3,631+119.5% | $4,779+66.8% |
| Participant deferral / active EE | $2,474 | $4,683-47.2% | $4,082-39.4% | $5,609-55.9% |
| Admin fee / account holder | $3,253 | $6,674-51.3% | $5,479-40.6% | $10,828-70.0% |