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 | $10,156 | $103,008-90.1% | $90,304-88.8% | $152,897-93.4% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.5%-0.6pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,043 | $3,139-34.9% | $2,855-28.4% | $4,764-57.1% |
| Participant deferral / active EE | $6,862 | $4,281+60.3% | $3,885+76.6% | $5,851+17.3% |
| Admin fee / account holder | $321 | $6,175-94.8% | $5,354-94.0% | $11,599-97.2% |