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 | $20,930 | $49,177-57.4% | $79,467-73.7% | $64,173-67.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.14% | -1.16%-4.0pp | 718.30%-723.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $5,116 | $2,076+146.4% | $2,800+82.7% | $2,381+114.9% |
| Participant deferral / active EE | $2,287 | $2,821-18.9% | $3,704-38.3% | $3,470-34.1% |
| Admin fee / account holder | $903 | $3,839-76.5% | $5,104-82.3% | $4,887-81.5% |