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 | $39,138 | $127,100-69.2% | $105,738-63.0% | $135,379-71.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.04% | 4.49%-11.5pp | 6.27%-13.3pp | 519.79%-526.8pp |
| Employer contribution / active EE | $2,619 | $4,107-36.2% | $3,268-19.9% | $4,779-45.2% |
| Participant deferral / active EE | $10,172 | $5,064+100.9% | $4,080+149.3% | $5,609+81.4% |
| Admin fee / account holder | $32,232 | $9,087+254.7% | $6,913+366.3% | $10,828+197.7% |