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 | $41,287 | $142,392-71.0% | $119,622-65.5% | $134,532-69.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.54% | -12.46%-3.1pp | -14.98%-0.6pp | 418.27%-433.8pp |
| Employer contribution / active EE | $3,318 | $5,224-36.5% | $4,232-21.6% | $4,741-30.0% |
| Participant deferral / active EE | $7,651 | $6,467+18.3% | $5,601+36.6% | $6,401+19.5% |
| Admin fee / account holder | $44,478 | $13,593+227.2% | $10,328+330.7% | $11,429+289.2% |