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 | $17,347 | $97,761-82.3% | $83,850-79.3% | $135,382-87.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.73% | 1287.44%-1290.2pp | 850.92%-853.7pp | 519.77%-522.5pp |
| Employer contribution / active EE | $1,871 | $4,222-55.7% | $3,631-48.5% | $4,779-60.8% |
| Participant deferral / active EE | $6,226 | $4,682+33.0% | $4,082+52.5% | $5,609+11.0% |
| Admin fee / account holder | $19,227 | $6,674+188.1% | $5,478+251.0% | $10,829+77.6% |