Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $36,663 | $138,102-73.5% | $125,381-70.8% | $134,532-72.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.12% | 750.73%-770.8pp | 572.31%-592.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,872 | $5,245-64.3% | $4,815-61.1% | $4,741-60.5% |
| Participant deferral / active EE | $5,448 | $7,801-30.2% | $7,448-26.8% | $6,401-14.9% |
| Admin fee / account holder | $1,881 | $11,568-83.7% | $10,007-81.2% | $11,429-83.5% |