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 | $33,083 | $131,835-74.9% | $108,582-69.5% | $273,972-87.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 306.56% | -91.57%+398.1pp | -51.70%+358.3pp | 41.46%+265.1pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,615 | $5,127+48.5% | $4,311+76.6% | $5,287+44.0% |
| Admin fee / account holder | $753 | $10,253-92.7% | $7,645-90.2% | $10,133-92.6% |