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 | $29,514 | $59,116-50.1% | $86,438-65.9% | $68,486-56.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.11% | -0.23%-17.9pp | 4397.19%-4415.3pp | -7.85%-10.3pp |
| Employer contribution / active EE | $5,514 | $2,519+118.9% | $3,769+46.3% | $2,597+112.4% |
| Participant deferral / active EE | $11,260 | $5,902+90.8% | $6,952+62.0% | $4,028+179.6% |
| Admin fee / account holder | $4,188 | $5,639-25.7% | $6,733-37.8% | $5,404-22.5% |