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 | $64,781 | $99,032-34.6% | $80,022-19.0% | $135,380-52.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.72% | 15.39%-20.1pp | 11.22%-15.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $8,160 | $3,043+168.1% | $2,468+230.6% | $4,779+70.8% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,109 | $10,436-3.1% | $6,521+55.0% | $10,828-6.6% |