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 | $37,432 | $138,076-72.9% | $123,553-69.7% | $135,380-72.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.34% | 153.70%-159.0pp | 119.21%-124.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $2,306 | $5,152-55.2% | $4,628-50.2% | $4,779-51.7% |
| Participant deferral / active EE | $6,990 | $6,800+2.8% | $6,426+8.8% | $5,609+24.6% |
| Admin fee / account holder | $1,987 | $10,917-81.8% | $9,284-78.6% | $10,828-81.6% |