Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $64,465 | $167,353-61.5% | $143,797-55.2% | $134,545-52.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.34% | 0.48%-13.8pp | -0.04%-13.3pp | 418.37%-431.7pp |
| Employer contribution / active EE | $2,858 | $5,620-49.1% | $4,952-42.3% | $4,742-39.7% |
| Participant deferral / active EE | $8,958 | $6,447+38.9% | $5,638+58.9% | $6,401+39.9% |
| Admin fee / account holder | $2,946 | $18,096-83.7% | $14,679-79.9% | $11,431-74.2% |