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 | $97,677 | $75,832+28.8% | $147,617-33.8% | $59,633+63.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.50% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $484 | $3,485-86.1% | $5,564-91.3% | $2,203-78.0% |
| Participant deferral / active EE | $1,925 | $3,131-38.5% | $4,895-60.7% | $3,192-39.7% |
| Admin fee / account holder | $522 | $5,986-91.3% | $11,612-95.5% | $4,297-87.9% |