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 | $55,994 | $99,668-43.8% | $86,451-35.2% | $134,545-58.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.57% | 6789.61%-6807.2pp | 4398.51%-4416.1pp | 418.37%-435.9pp |
| Employer contribution / active EE | $4,366 | $4,403-0.8% | $3,770+15.8% | $4,742-7.9% |
| Participant deferral / active EE | $8,005 | $7,249+10.4% | $6,953+15.1% | $6,401+25.1% |
| Admin fee / account holder | $1,779 | $8,377-78.8% | $6,734-73.6% | $11,431-84.4% |