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 | $21,397 | $84,697-74.7% | $73,845-71.0% | $125,393-82.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.40% | 3123.66%-3122.3pp | 2267.91%-2266.5pp | 282.23%-280.8pp |
| Employer contribution / active EE | $1,840 | $3,123-41.1% | $2,788-34.0% | $4,866-62.2% |
| Participant deferral / active EE | $1,840 | $3,993-53.9% | $3,583-48.6% | $5,351-65.6% |
| Admin fee / account holder | $5,155 | $5,692-9.4% | $4,881+5.6% | $9,541-46.0% |