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 | $115,994 | $45,566+154.6% | $64,105+80.9% | $59,633+94.5% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -1.32% | 4.95%-6.3pp | 791.24%-792.6pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $1,925 | $934+106.1% | $1,820+5.8% | $2,203-12.6% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,813 | $3,268-13.9% | $4,499-37.5% | $4,297-34.5% |