Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,180 | $190,862-90.0% | $159,991-88.0% | $134,509-85.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.18% | 552.59%-572.8pp | 408.82%-429.0pp | 418.13%-438.3pp |
| Employer contribution / active EE | $1,623 | $4,995-67.5% | $4,225-61.6% | $4,741-65.8% |
| Participant deferral / active EE | $4,787 | $6,924-30.9% | $6,183-22.6% | $6,400-25.2% |
| Admin fee / account holder | $1,647 | $10,495-84.3% | $8,715-81.1% | $11,427-85.6% |