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 | $9,467 | $109,905-91.4% | $98,506-90.4% | $167,553-94.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 1960.20%-1960.2pp | 1494.92%-1494.9pp | 478.89%-478.9pp |
| Employer contribution / active EE | $3,659 | $3,226+13.4% | $2,961+23.5% | $4,840-24.4% |
| Participant deferral / active EE | $6,962 | $4,674+48.9% | $4,277+62.8% | $6,343+9.8% |
| Admin fee / account holder | $1,519 | $6,760-77.5% | $5,955-74.5% | $12,316-87.7% |