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 | $97,340 | $54,355+79.1% | $82,744+17.6% | $68,486+42.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.61% | -13.67%-2.9pp | 702.22%-718.8pp | -7.85%-8.8pp |
| Employer contribution / active EE | $10,063 | $2,219+353.6% | $3,008+234.5% | $2,597+287.5% |
| Participant deferral / active EE | $10,239 | $3,246+215.4% | $4,395+133.0% | $4,028+154.2% |
| Admin fee / account holder | $10,124 | $4,397+130.3% | $5,325+90.1% | $5,404+87.4% |