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 | $99,142 | $75,962+30.5% | $154,108-35.7% | $64,173+54.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.35% | 30.32%-35.7pp | 735.21%-740.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $5,956 | $3,350+77.8% | $5,298+12.4% | $2,381+150.2% |
| Participant deferral / active EE | $4,654 | $3,175+46.6% | $5,081-8.4% | $3,470+34.1% |
| Admin fee / account holder | $1,109 | $5,589-80.2% | $13,411-91.7% | $4,887-77.3% |