Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $26,052 | $167,353-84.4% | $143,797-81.9% | $134,545-80.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.73% | 0.48%-17.2pp | -0.04%-16.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $2,077 | $5,620-63.1% | $4,952-58.1% | $4,742-56.2% |
| Participant deferral / active EE | $3,857 | $6,447-40.2% | $5,638-31.6% | $6,401-39.8% |
| Admin fee / account holder | $1,389 | $18,096-92.3% | $14,679-90.5% | $11,431-87.8% |