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 | $41,523 | $56,199-26.1% | $67,652-38.6% | $59,632-30.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.65% | 18505.31%-18507.0pp | 6625.04%-6626.7pp | 2041.32%-2043.0pp |
| Employer contribution / active EE | $4,080 | $1,614+152.7% | $2,266+80.1% | $2,203+85.2% |
| Participant deferral / active EE | $3,956 | $2,844+39.1% | $3,560+11.1% | $3,192+24.0% |
| Admin fee / account holder | $8,018 | $3,958+102.5% | $4,821+66.3% | $4,297+86.6% |