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 | $21,006 | $138,076-84.8% | $123,553-83.0% | $135,380-84.5% |
| Participation rate | 95.7% | 84.7%+10.9pp | 82.3%+13.4pp | 82.6%+13.0pp |
| Annual return | -7.59% | 153.70%-161.3pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $1,170 | $5,152-77.3% | $4,628-74.7% | $4,779-75.5% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $961 | $10,917-91.2% | $9,284-89.6% | $10,828-91.1% |