Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,601 | $82,674-75.1% | $125,363-83.6% | $68,495-69.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 17.63% | -5.97%+23.6pp | 572.15%-554.5pp | -7.84%+25.5pp |
| Employer contribution / active EE | $6,014 | $3,382+77.8% | $4,815+24.9% | $2,596+131.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $577 | $6,276-90.8% | $10,005-94.2% | $5,403-89.3% |