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 | $84,791 | $52,519+61.4% | $155,789-45.6% | $59,633+42.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -1.78% | 53.51%-55.3pp | 71.54%-73.3pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $1,111 | $1,589-30.1% | $3,839-71.1% | $2,203-49.6% |
| Participant deferral / active EE | $3,013 | $3,084-2.3% | $4,798-37.2% | $3,192-5.6% |
| Admin fee / account holder | $2,238 | $3,540-36.8% | $7,477-70.1% | $4,297-47.9% |