Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,706 | $167,030-85.8% | $135,768-82.5% | $155,188-84.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.35% | 678.39%-662.0pp | 526.10%-509.7pp | 148.84%-132.5pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,300 | $4,528-49.2% | $3,977-42.2% | $6,531-64.8% |
| Admin fee / account holder | $103,134 | $8,172+1162.1% | $7,048+1363.2% | $14,480+612.3% |