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 | $71,908 | $82,324-12.7% | $68,803+4.5% | $134,545-46.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.91% | -2.17%-16.7pp | -6.37%-12.5pp | 418.37%-437.3pp |
| Employer contribution / active EE | $4,145 | $3,302+25.6% | $2,656+56.1% | $4,742-12.6% |
| Participant deferral / active EE | $8,194 | $4,740+72.9% | $3,942+107.9% | $6,401+28.0% |
| Admin fee / account holder | $3,108 | $6,485-52.1% | $4,936-37.0% | $11,431-72.8% |