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 | $20,991 | $73,546-71.5% | $63,018-66.7% | $147,586-85.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 26.17% | 175.56%-149.4pp | 87.62%-61.4pp | 578.59%-552.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,948 | $4,185-53.5% | $3,330-41.5% | $5,439-64.2% |
| Admin fee / account holder | $1,315 | $5,956-77.9% | $3,601-63.5% | $10,886-87.9% |