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 | $49,997 | $97,732-48.8% | $83,831-40.4% | $135,380-63.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.90% | 1287.56%-1290.5pp | 850.99%-853.9pp | 519.81%-522.7pp |
| Employer contribution / active EE | $3,369 | $4,222-20.2% | $3,631-7.2% | $4,779-29.5% |
| Participant deferral / active EE | $2,120 | $4,683-54.7% | $4,082-48.1% | $5,609-62.2% |
| Admin fee / account holder | $1,255 | $6,675-81.2% | $5,479-77.1% | $10,828-88.4% |