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 | $46,802 | $133,981-65.1% | $112,249-58.3% | $134,532-65.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.92% | 47.16%-62.1pp | 27.48%-42.4pp | 418.27%-433.2pp |
| Employer contribution / active EE | $7,381 | $4,040+82.7% | $3,636+103.0% | $4,741+55.7% |
| Participant deferral / active EE | $4,494 | $5,292-15.1% | $4,729-5.0% | $6,401-29.8% |
| Admin fee / account holder | $79,364 | $7,492+959.4% | $6,412+1137.7% | $11,429+594.4% |