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 | $75,333 | $78,694-4.3% | $67,653+11.4% | $125,388-39.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.13% | 9.46%-10.6pp | 6625.22%-6626.3pp | 282.24%-283.4pp |
| Employer contribution / active EE | $5,420 | $3,044+78.1% | $2,266+139.2% | $4,866+11.4% |
| Participant deferral / active EE | $4,930 | $4,292+14.9% | $3,560+38.5% | $5,352-7.9% |
| Admin fee / account holder | $36,618 | $7,403+394.6% | $4,821+659.5% | $9,541+283.8% |