Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $138,525 | $118,695+16.7% | $98,916+40.0% | $158,950-12.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 372.39%-372.4pp | 196.45%-196.4pp | 302.91%-302.9pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,790 | $5,088-45.2% | $4,245-34.3% | $5,983-53.4% |
| Admin fee / account holder | $4,042 | $10,132-60.1% | $6,642-39.1% | $11,248-64.1% |