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 | $8,854 | $92,684-90.4% | $82,706-89.3% | $134,509-93.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.34% | 945.84%-961.2pp | 701.76%-717.1pp | 418.13%-433.5pp |
| Employer contribution / active EE | $775 | $3,272-76.3% | $3,007-74.2% | $4,741-83.7% |
| Participant deferral / active EE | $1,361 | $4,800-71.6% | $4,394-69.0% | $6,400-78.7% |
| Admin fee / account holder | $768 | $5,982-87.2% | $5,329-85.6% | $11,427-93.3% |