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 | $45,307 | $95,979-52.8% | $74,551-39.2% | $135,380-66.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.76% | 56.97%-59.7pp | 32.53%-35.3pp | 519.81%-522.6pp |
| Employer contribution / active EE | $2,122 | $2,716-21.9% | $1,961+8.2% | $4,779-55.6% |
| Participant deferral / active EE | $4,518 | $3,844+17.5% | $3,108+45.4% | $5,609-19.4% |
| Admin fee / account holder | $377 | $6,522-94.2% | $5,059-92.5% | $10,828-96.5% |