Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,235 | $49,896-69.5% | $80,627-81.1% | $75,173-79.7% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 21.30% | 34.67%-13.4pp | 936.76%-915.5pp | 160.72%-139.4pp |
| Employer contribution / active EE | $2,703 | $1,699+59.1% | $2,723-0.7% | $2,671+1.2% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $994 | $3,578-72.2% | $5,381-81.5% | $5,651-82.4% |