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 | $27,505 | $75,962-63.8% | $154,108-82.2% | $64,173-57.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.22% | 30.32%-36.5pp | 735.21%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,669 | $3,350-50.2% | $5,298-68.5% | $2,381-29.9% |
| Participant deferral / active EE | $2,139 | $3,175-32.6% | $5,081-57.9% | $3,470-38.4% |
| Admin fee / account holder | $628 | $5,589-88.8% | $13,411-95.3% | $4,887-87.1% |