Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $66,424 | $100,895-34.2% | $90,430-26.5% | $158,950-58.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 1725.54%-1725.5pp | 1293.73%-1293.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $2,596 | $3,689-29.6% | $3,262-20.4% | $4,762-45.5% |
| Participant deferral / active EE | $8,608 | $4,347+98.0% | $3,963+117.2% | $5,983+43.9% |
| Admin fee / account holder | $953 | $6,505-85.4% | $5,613-83.0% | $11,248-91.5% |