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 | $22,142 | $104,116-78.7% | $71,089-68.9% | $135,380-83.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -8.25% | 1256.51%-1264.8pp | 650.65%-658.9pp | 519.81%-528.1pp |
| Employer contribution / active EE | $2,205 | $1,485+48.5% | $1,088+102.8% | $4,779-53.8% |
| Participant deferral / active EE | $3,134 | $2,524+24.2% | $1,873+67.4% | $5,609-44.1% |
| Admin fee / account holder | $789 | $4,142-80.9% | $3,082-74.4% | $10,828-92.7% |