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 | $49,874 | $49,177+1.4% | $79,467-37.2% | $64,173-22.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.70% | -1.16%-6.5pp | 718.30%-726.0pp | 7.63%-15.3pp |
| Employer contribution / active EE | $5,488 | $2,076+164.3% | $2,800+96.0% | $2,381+130.5% |
| Participant deferral / active EE | $10,680 | $2,821+278.5% | $3,704+188.3% | $3,470+207.8% |
| Admin fee / account holder | $826 | $3,839-78.5% | $5,104-83.8% | $4,887-83.1% |