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 | $22,296 | $52,519-57.5% | $155,789-85.7% | $59,633-62.6% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 0.80% | 53.51%-52.7pp | 71.54%-70.7pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,886 | $3,084-6.4% | $4,798-39.8% | $3,192-9.6% |
| Admin fee / account holder | $13,755 | $3,540+288.6% | $7,477+84.0% | $4,297+220.1% |