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 | $45,788 | $138,114-66.8% | $125,391-63.5% | $134,545-66.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.63% | 750.88%-767.5pp | 572.41%-589.0pp | 418.37%-435.0pp |
| Employer contribution / active EE | $24,424 | $5,246+365.6% | $4,816+407.2% | $4,742+415.1% |
| Participant deferral / active EE | $15,788 | $7,801+102.4% | $7,448+112.0% | $6,401+146.6% |
| Admin fee / account holder | $445 | $11,570-96.2% | $10,009-95.6% | $11,431-96.1% |