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 | $50,710 | $84,741-40.2% | $75,731-33.0% | $167,553-69.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.81% | 199.72%-185.9pp | 104.65%-90.8pp | 478.89%-465.1pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,921 | $4,577-14.3% | $3,820+2.7% | $6,343-38.2% |
| Admin fee / account holder | $2,296 | $5,361-57.2% | $3,620-36.6% | $12,316-81.4% |