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 | $139,236 | $99,652+39.7% | $78,778+76.7% | $147,586-5.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.79% | 47.28%-32.5pp | 35.62%-20.8pp | 578.59%-563.8pp |
| Employer contribution / active EE | $1,067 | $2,796-61.8% | $1,986-46.2% | $4,876-78.1% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,611 | $7,155-49.5% | $5,134-29.7% | $10,886-66.8% |