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 | $18,287 | $97,732-81.3% | $83,831-78.2% | $135,380-86.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.55% | 1287.56%-1296.1pp | 850.99%-859.5pp | 519.81%-528.4pp |
| Employer contribution / active EE | $3,220 | $4,222-23.7% | $3,631-11.3% | $4,779-32.6% |
| Participant deferral / active EE | $6,530 | $4,683+39.4% | $4,082+60.0% | $5,609+16.4% |
| Admin fee / account holder | $867 | $6,675-87.0% | $5,479-84.2% | $10,828-92.0% |