Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,063 | $133,998-71.6% | $112,263-66.1% | $134,545-71.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.00% | 47.17%-67.2pp | 27.49%-47.5pp | 418.37%-438.4pp |
| Employer contribution / active EE | $2,223 | $4,040-45.0% | $3,636-38.9% | $4,742-53.1% |
| Participant deferral / active EE | $1,896 | $5,292-64.2% | $4,729-59.9% | $6,401-70.4% |
| Admin fee / account holder | $1,877 | $7,493-74.9% | $6,410-70.7% | $11,431-83.6% |