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 | $54,979 | $93,117-41.0% | $77,096-28.7% | $134,532-59.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -1.12% | 62.67%-63.8pp | 42.35%-43.5pp | 418.27%-419.4pp |
| Employer contribution / active EE | $1,724 | $3,420-49.6% | $2,814-38.8% | $4,741-63.6% |
| Participant deferral / active EE | $10,092 | $5,241+92.5% | $4,429+127.8% | $6,401+57.7% |
| Admin fee / account holder | $583 | $6,948-91.6% | $5,428-89.3% | $11,429-94.9% |