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 | $74,825 | $75,832-1.3% | $147,617-49.3% | $59,633+25.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.23% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $1,241 | $3,485-64.4% | $5,564-77.7% | $2,203-43.7% |
| Participant deferral / active EE | $4,371 | $3,131+39.6% | $4,895-10.7% | $3,192+36.9% |
| Admin fee / account holder | $2,519 | $5,986-57.9% | $11,612-78.3% | $4,297-41.4% |