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 | $123,997 | $217,432-43.0% | $185,851-33.3% | $167,553-26.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.00% | 148.43%-148.4pp | 122.11%-122.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,504 | $5,874-57.4% | $5,168-51.6% | $4,840-48.3% |
| Participant deferral / active EE | $10,110 | $6,357+59.0% | $5,569+81.6% | $6,343+59.4% |
| Admin fee / account holder | $1,664 | $19,820-91.6% | $16,245-89.8% | $12,316-86.5% |