Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $50,561 | $99,668-49.3% | $86,451-41.5% | $134,545-62.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.11% | 6789.61%-6803.7pp | 4398.51%-4412.6pp | 418.37%-432.5pp |
| Employer contribution / active EE | $11,584 | $4,403+163.1% | $3,770+207.3% | $4,742+144.3% |
| Participant deferral / active EE | $6,959 | $7,249-4.0% | $6,953+0.1% | $6,401+8.7% |
| Admin fee / account holder | $1,447 | $8,377-82.7% | $6,734-78.5% | $11,431-87.3% |