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 | $24,821 | $67,352-63.1% | $60,899-59.2% | $134,509-81.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.63% | 49.99%-64.6pp | 16.92%-31.6pp | 418.13%-432.8pp |
| Employer contribution / active EE | $11,024 | $3,098+255.9% | $2,702+307.9% | $4,741+132.5% |
| Participant deferral / active EE | $1,099 | $4,539-75.8% | $3,817-71.2% | $6,400-82.8% |
| Admin fee / account holder | $401 | $4,585-91.2% | $3,225-87.6% | $11,427-96.5% |