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 | $18,946 | $54,370-65.2% | $82,763-77.1% | $68,490-72.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -11.11% | -13.67%+2.6pp | 702.45%-713.6pp | -7.85%-3.3pp |
| Employer contribution / active EE | $3,106 | $2,219+40.0% | $3,008+3.2% | $2,597+19.6% |
| Participant deferral / active EE | $1,952 | $3,247-39.9% | $4,395-55.6% | $4,028-51.5% |
| Admin fee / account holder | $2,257 | $4,398-48.7% | $5,325-57.6% | $5,403-58.2% |