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 | $18,163 | $134,001-86.4% | $112,258-83.8% | $134,509-86.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.18% | 47.15%-62.3pp | 27.47%-42.6pp | 418.13%-433.3pp |
| Employer contribution / active EE | $3,333 | $4,039-17.5% | $3,636-8.3% | $4,741-29.7% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,661 | $7,491-77.8% | $6,411-74.1% | $11,427-85.5% |