Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,173 | $138,102-87.6% | $125,381-86.3% | $134,532-87.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.61% | 750.73%-767.3pp | 572.31%-588.9pp | 418.27%-434.9pp |
| Employer contribution / active EE | $2,011 | $5,245-61.7% | $4,815-58.2% | $4,741-57.6% |
| Participant deferral / active EE | $5,032 | $7,801-35.5% | $7,448-32.4% | $6,401-21.4% |
| Admin fee / account holder | $2,288 | $11,568-80.2% | $10,007-77.1% | $11,429-80.0% |