Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,541 | $102,595-90.7% | $94,057-89.9% | $154,746-93.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.17% | 583.42%-569.2pp | 480.62%-466.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,296 | $3,147-58.8% | $2,933-55.8% | $4,379-70.4% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $380 | $7,736-95.1% | $7,244-94.8% | $14,365-97.4% |