Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,669 | $190,843-91.8% | $159,981-90.2% | $134,493-88.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.67% | 552.37%-566.0pp | 408.70%-422.4pp | 418.01%-431.7pp |
| Employer contribution / active EE | $1,734 | $4,993-65.3% | $4,224-59.0% | $4,740-63.4% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,141 | $10,475-70.0% | $8,700-63.9% | $11,425-72.5% |