Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,065 | $114,073-88.5% | $96,161-86.4% | $167,518-92.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 189.95%-189.9pp | 192.01%-192.0pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,150 | $3,428-37.3% | $2,798-23.2% | $4,838-55.6% |
| Participant deferral / active EE | $10,350 | $5,195+99.2% | $4,349+138.0% | $6,342+63.2% |
| Admin fee / account holder | $592 | $6,899-91.4% | $5,538-89.3% | $12,312-95.2% |