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 | $17,751 | $97,761-81.8% | $83,850-78.8% | $135,382-86.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.58% | 1287.44%-1297.0pp | 850.92%-860.5pp | 519.77%-529.3pp |
| Employer contribution / active EE | $1,446 | $4,222-65.8% | $3,631-60.2% | $4,779-69.8% |
| Participant deferral / active EE | $1,775 | $4,682-62.1% | $4,082-56.5% | $5,609-68.4% |
| Admin fee / account holder | $1,311 | $6,674-80.4% | $5,478-76.1% | $10,829-87.9% |