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 | $54,337 | $73,518-26.1% | $63,003-13.8% | $147,585-63.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.11% | 175.46%-164.4pp | 87.59%-76.5pp | 578.57%-567.5pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $729 | $4,183-82.6% | $3,329-78.1% | $5,439-86.6% |
| Admin fee / account holder | $8,817 | $5,952+48.1% | $3,600+144.9% | $10,885-19.0% |