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 | $117,000 | $82,314+42.1% | $68,808+70.0% | $134,532-13.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -9.21% | -2.18%-7.0pp | -6.37%-2.8pp | 418.27%-427.5pp |
| Employer contribution / active EE | $5,938 | $3,301+79.9% | $2,656+123.6% | $4,741+25.3% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $773 | $6,484-88.1% | $4,936-84.3% | $11,429-93.2% |