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 | $115,911 | $82,630+40.3% | $64,105+80.8% | $125,388-7.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.29% | 1489.72%-1489.4pp | 791.24%-791.0pp | 282.24%-282.0pp |
| Employer contribution / active EE | $5,306 | $2,671+98.6% | $1,820+191.6% | $4,866+9.0% |
| Participant deferral / active EE | $806 | $3,608-77.7% | $2,822-71.4% | $5,352-84.9% |
| Admin fee / account holder | $336 | $6,382-94.7% | $4,499-92.5% | $9,541-96.5% |