Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $79,974 | $114,093-29.9% | $96,171-16.8% | $167,536-52.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.37% | 190.00%-179.6pp | 192.04%-181.7pp | 478.82%-468.4pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,637 | $5,197+8.5% | $4,350+29.6% | $6,342-11.1% |
| Admin fee / account holder | $1,300 | $6,899-81.2% | $5,538-76.5% | $12,315-89.4% |