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 | $97,991 | $211,946-53.8% | $169,452-42.2% | $135,379-27.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.71% | 3.26%-7.0pp | 1.83%-5.5pp | 519.79%-523.5pp |
| Employer contribution / active EE | $5,000 | $5,117-2.3% | $4,157+20.3% | $4,779+4.6% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $23,622 | $11,472+105.9% | $9,110+159.3% | $10,828+118.2% |