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 | $42,273 | $75,962-44.3% | $154,108-72.6% | $64,173-34.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.39% | 30.32%-33.7pp | 735.21%-738.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $4,090 | $3,350+22.1% | $5,298-22.8% | $2,381+71.8% |
| Participant deferral / active EE | $4,157 | $3,175+31.0% | $5,081-18.2% | $3,470+19.8% |
| Admin fee / account holder | $10,726 | $5,589+91.9% | $13,411-20.0% | $4,887+119.5% |