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 | $77,559 | $91,536-15.3% | $130,062-40.4% | $75,177+3.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 23.01% | -631.62%+654.6pp | -137.37%+160.4pp | 160.75%-137.7pp |
| Employer contribution / active EE | $4,085 | $2,845+43.6% | $4,322-5.5% | $2,671+53.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,542 | $6,780-47.7% | $10,601-66.6% | $5,651-37.3% |