Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $82,851 | $144,130-42.5% | $117,861-29.7% | $147,586-43.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 531.20%-531.2pp | 335.11%-335.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,434 | $4,897-70.7% | $3,786-62.1% | $4,876-70.6% |
| Participant deferral / active EE | $6,260 | $5,316+17.7% | $4,482+39.7% | $5,439+15.1% |
| Admin fee / account holder | $1,056 | $10,887-90.3% | $8,021-86.8% | $10,886-90.3% |