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 | $26,348 | $176,105-85.0% | $159,474-83.5% | $167,536-84.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $3,064 | $5,299-42.2% | $4,831-36.6% | $4,839-36.7% |
| Participant deferral / active EE | $9,590 | $7,751+23.7% | $7,353+30.4% | $6,342+51.2% |
| Admin fee / account holder | $2,215 | $12,559-82.4% | $10,802-79.5% | $12,315-82.0% |