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 | $62,620 | $75,832-17.4% | $147,617-57.6% | $59,633+5.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.54% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $7,353 | $3,485+111.0% | $5,564+32.1% | $2,203+233.8% |
| Participant deferral / active EE | $3,603 | $3,131+15.1% | $4,895-26.4% | $3,192+12.9% |
| Admin fee / account holder | $9,394 | $5,986+56.9% | $11,612-19.1% | $4,297+118.6% |