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 | $161,934 | $82,630+96.0% | $64,105+152.6% | $125,393+29.1% |
| Participation rate | 87.5% | 75.9%+11.6pp | 68.2%+19.3pp | 83.2%+4.3pp |
| Annual return | -1.94% | 1489.72%-1491.7pp | 791.24%-793.2pp | 282.23%-284.2pp |
| Employer contribution / active EE | $804 | $2,671-69.9% | $1,820-55.8% | $4,866-83.5% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,351-100.0% |
| Admin fee / account holder | $561 | $6,382-91.2% | $4,499-87.5% | $9,541-94.1% |