Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $26,332 | $129,960-79.7% | $104,299-74.8% | $134,545-80.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.73% | 42.06%-61.8pp | 24.62%-44.3pp | 418.37%-438.1pp |
| Employer contribution / active EE | $3,139 | $4,186-25.0% | $3,373-6.9% | $4,742-33.8% |
| Participant deferral / active EE | $4,540 | $5,589-18.8% | $4,626-1.9% | $6,401-29.1% |
| Admin fee / account holder | $595 | $9,324-93.6% | $7,339-91.9% | $11,431-94.8% |