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 | $33,770 | $30,732+9.9% | $59,496-43.2% | $59,633-43.4% |
| Participation rate | 100.0% | 43.2%+56.8pp | 54.6%+45.4pp | 68.7%+31.3pp |
| Annual return | 2.77% | 4.47%-1.7pp | 182.05%-179.3pp | 2041.45%-2038.7pp |
| Employer contribution / active EE | $3,000 | $631+375.6% | $1,153+160.2% | $2,203+36.2% |
| Participant deferral / active EE | $0 | $1,183-100.0% | $1,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $569 | $2,136-73.4% | $2,232-74.5% | $4,297-86.8% |