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 | $36,698 | $84,685-56.7% | $73,836-50.3% | $125,389-70.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.47% | 3123.80%-3124.3pp | 2268.06%-2268.5pp | 282.24%-282.7pp |
| Employer contribution / active EE | $4,272 | $3,123+36.8% | $2,787+53.2% | $4,866-12.2% |
| Participant deferral / active EE | $1,516 | $3,993-62.0% | $3,583-57.7% | $5,352-71.7% |
| Admin fee / account holder | $871 | $5,694-84.7% | $4,882-82.2% | $9,541-90.9% |