Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $58,655 | $93,117-37.0% | $77,096-23.9% | $134,532-56.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.73% | 62.67%-79.4pp | 42.35%-59.1pp | 418.27%-435.0pp |
| Employer contribution / active EE | $2,543 | $3,420-25.7% | $2,814-9.6% | $4,741-46.4% |
| Participant deferral / active EE | $5,507 | $5,241+5.1% | $4,429+24.3% | $6,401-14.0% |
| Admin fee / account holder | $524 | $6,948-92.5% | $5,428-90.3% | $11,429-95.4% |