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 | $18,819 | $90,606-79.2% | $79,466-76.3% | $135,379-86.1% |
| Participation rate | 88.2% | 76.0%+12.2pp | 73.3%+14.9pp | 82.6%+5.6pp |
| Annual return | -3.47% | 977.69%-981.2pp | 718.28%-721.7pp | 519.79%-523.3pp |
| Employer contribution / active EE | $133 | $3,068-95.7% | $2,800-95.3% | $4,779-97.2% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,395 | $5,895-59.4% | $5,104-53.1% | $10,828-77.9% |