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 | $45,041 | $99,668-54.8% | $86,451-47.9% | $134,545-66.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.86% | 6789.61%-6795.5pp | 4398.51%-4404.4pp | 418.37%-424.2pp |
| Employer contribution / active EE | $3,023 | $4,403-31.3% | $3,770-19.8% | $4,742-36.2% |
| Participant deferral / active EE | $5,128 | $7,249-29.3% | $6,953-26.2% | $6,401-19.9% |
| Admin fee / account holder | $15,400 | $8,377+83.8% | $6,734+128.7% | $11,431+34.7% |