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 | $99,330 | $84,685+17.3% | $73,836+34.5% | $125,389-20.8% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | 0.41% | 3123.80%-3123.4pp | 2268.06%-2267.6pp | 282.24%-281.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,379 | $3,993+9.7% | $3,583+22.2% | $5,352-18.2% |
| Admin fee / account holder | $9,205 | $5,694+61.7% | $4,882+88.6% | $9,541-3.5% |