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 | $31,982 | $138,076-76.8% | $123,553-74.1% | $135,380-76.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.16% | 153.70%-154.9pp | 119.21%-120.4pp | 519.81%-521.0pp |
| Employer contribution / active EE | $1,667 | $5,152-67.6% | $4,628-64.0% | $4,779-65.1% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $346 | $10,917-96.8% | $9,284-96.3% | $10,828-96.8% |