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 | $78,533 | $82,630-5.0% | $64,105+22.5% | $125,389-37.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.48% | 1489.72%-1490.2pp | 791.24%-791.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $514 | $2,671-80.7% | $1,820-71.7% | $4,866-89.4% |
| Participant deferral / active EE | $3,889 | $3,608+7.8% | $2,822+37.8% | $5,352-27.3% |
| Admin fee / account holder | $11,423 | $6,382+79.0% | $4,499+153.9% | $9,541+19.7% |