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 | $96,278 | $75,962+26.7% | $154,108-37.5% | $64,173+50.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.40% | 30.32%-35.7pp | 735.21%-740.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,843 | $3,350-15.1% | $5,298-46.3% | $2,381+19.4% |
| Participant deferral / active EE | $3,263 | $3,175+2.8% | $5,081-35.8% | $3,470-5.9% |
| Admin fee / account holder | $7,220 | $5,589+29.2% | $13,411-46.2% | $4,887+47.7% |