Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,011 | $93,117-91.4% | $77,096-89.6% | $134,532-94.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 0.00% | 62.67%-62.7pp | 42.35%-42.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,746 | $3,420-19.7% | $2,814-2.4% | $4,741-42.1% |
| Participant deferral / active EE | $6,414 | $5,241+22.4% | $4,429+44.8% | $6,401+0.2% |
| Admin fee / account holder | $670 | $6,948-90.4% | $5,428-87.7% | $11,429-94.1% |