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 | $116,450 | $75,832+53.6% | $147,617-21.1% | $59,633+95.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.60% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $4,448 | $3,485+27.7% | $5,564-20.1% | $2,203+102.0% |
| Participant deferral / active EE | $3,570 | $3,131+14.0% | $4,895-27.1% | $3,192+11.8% |
| Admin fee / account holder | $1,201 | $5,986-79.9% | $11,612-89.7% | $4,297-72.1% |