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 | $24,736 | $97,732-74.7% | $83,831-70.5% | $135,380-81.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.37% | 1287.56%-1293.9pp | 850.99%-857.4pp | 519.81%-526.2pp |
| Employer contribution / active EE | $5,670 | $4,222+34.3% | $3,631+56.1% | $4,779+18.6% |
| Participant deferral / active EE | $3,984 | $4,683-14.9% | $4,082-2.4% | $5,609-29.0% |
| Admin fee / account holder | $3,537 | $6,675-47.0% | $5,479-35.4% | $10,828-67.3% |