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 | $20,894 | $84,685-75.3% | $73,836-71.7% | $125,389-83.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.83% | 3123.80%-3125.6pp | 2268.06%-2269.9pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,667 | $3,123-46.6% | $2,787-40.2% | $4,866-65.7% |
| Participant deferral / active EE | $833 | $3,993-79.1% | $3,583-76.7% | $5,352-84.4% |
| Admin fee / account holder | $2,743 | $5,694-51.8% | $4,882-43.8% | $9,541-71.2% |