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 | $14,312 | $90,607-84.2% | $79,467-82.0% | $135,380-89.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.72% | 977.74%-984.5pp | 718.30%-725.0pp | 519.81%-526.5pp |
| Employer contribution / active EE | $655 | $3,068-78.7% | $2,800-76.6% | $4,779-86.3% |
| Participant deferral / active EE | $3,649 | $4,050-9.9% | $3,704-1.5% | $5,609-34.9% |
| Admin fee / account holder | $2,258 | $5,895-61.7% | $5,104-55.8% | $10,828-79.1% |