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 | $49,707 | $167,353-70.3% | $143,797-65.4% | $134,545-63.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.24% | 0.48%-10.7pp | -0.04%-10.2pp | 418.37%-428.6pp |
| Employer contribution / active EE | $11,917 | $5,620+112.0% | $4,952+140.6% | $4,742+151.3% |
| Participant deferral / active EE | $4,654 | $6,447-27.8% | $5,638-17.5% | $6,401-27.3% |
| Admin fee / account holder | $26,817 | $18,096+48.2% | $14,679+82.7% | $11,431+134.6% |