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 | $74,722 | $69,771+7.1% | $67,524+10.7% | $74,400+0.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.72% | -40.49%+52.2pp | 3519.41%-3507.7pp | 1367.51%-1355.8pp |
| Employer contribution / active EE | $2,349 | $2,710-13.3% | $2,734-14.1% | $2,624-10.5% |
| Participant deferral / active EE | $3,497 | $3,638-3.9% | $4,001-12.6% | $4,348-19.6% |
| Admin fee / account holder | $11,132 | $889+1151.9% | $4,001+178.3% | $1,944+472.8% |