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 | $58,866 | $133,998-56.1% | $112,263-47.6% | $134,545-56.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.58% | 47.17%-62.8pp | 27.49%-43.1pp | 418.37%-434.0pp |
| Employer contribution / active EE | $2,886 | $4,040-28.6% | $3,636-20.6% | $4,742-39.1% |
| Participant deferral / active EE | $5,665 | $5,292+7.0% | $4,729+19.8% | $6,401-11.5% |
| Admin fee / account holder | $1,636 | $7,493-78.2% | $6,410-74.5% | $11,431-85.7% |