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 | $47,476 | $133,981-64.6% | $112,249-57.7% | $134,532-64.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.01% | 47.16%-61.2pp | 27.48%-41.5pp | 418.27%-432.3pp |
| Employer contribution / active EE | $8,902 | $4,040+120.4% | $3,636+144.8% | $4,741+87.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $606 | $7,492-91.9% | $6,412-90.5% | $11,429-94.7% |