Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,858 | $97,732-61.3% | $83,831-54.8% | $135,380-72.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.71% | 1287.56%-1295.3pp | 850.99%-858.7pp | 519.81%-527.5pp |
| Employer contribution / active EE | $2,787 | $4,222-34.0% | $3,631-23.2% | $4,779-41.7% |
| Participant deferral / active EE | $11,241 | $4,683+140.0% | $4,082+175.4% | $5,609+100.4% |
| Admin fee / account holder | $1,010 | $6,675-84.9% | $5,479-81.6% | $10,828-90.7% |