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 | $19,851 | $90,607-78.1% | $79,467-75.0% | $135,380-85.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.84% | 977.74%-983.6pp | 718.30%-724.1pp | 519.81%-525.6pp |
| Employer contribution / active EE | $2,731 | $3,068-11.0% | $2,800-2.5% | $4,779-42.8% |
| Participant deferral / active EE | $2,674 | $4,050-34.0% | $3,704-27.8% | $5,609-52.3% |
| Admin fee / account holder | $1,258 | $5,895-78.7% | $5,104-75.4% | $10,828-88.4% |