Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $60,560 | $100,073-39.5% | $85,126-28.9% | $145,877-58.5% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 0.00% | 84.11%-84.1pp | 66.63%-66.6pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,548 | $3,236-52.2% | $2,731-43.3% | $4,663-66.8% |
| Participant deferral / active EE | $7,674 | $5,294+45.0% | $4,523+69.7% | $6,691+14.7% |
| Admin fee / account holder | $10,695 | $7,261+47.3% | $6,160+73.6% | $13,402-20.2% |