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 | $49,220 | $59,111-16.7% | $86,451-43.1% | $68,490-28.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 28.58% | -0.22%+28.8pp | 4398.51%-4369.9pp | -7.85%+36.4pp |
| Employer contribution / active EE | $6,604 | $2,519+162.2% | $3,770+75.2% | $2,597+154.3% |
| Participant deferral / active EE | $0 | $5,900-100.0% | $6,953-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,089 | $5,640-45.2% | $6,734-54.1% | $5,403-42.8% |