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 | $12,389 | $114,093-89.1% | $96,171-87.1% | $167,536-92.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.62% | 190.00%-179.4pp | 192.04%-181.4pp | 478.82%-468.2pp |
| Employer contribution / active EE | $1,289 | $3,429-62.4% | $2,799-54.0% | $4,839-73.4% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,419 | $6,899-79.4% | $5,538-74.4% | $12,315-88.5% |