Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,536 | $180,459-83.6% | $154,108-80.8% | $135,380-78.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.09% | 888.21%-891.3pp | 735.21%-738.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,008 | $5,806-13.8% | $5,081-1.4% | $5,609-10.7% |
| Admin fee / account holder | $4,198 | $16,145-74.0% | $13,411-68.7% | $10,828-61.2% |