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 | $27,723 | $56,200-50.7% | $67,653-59.0% | $59,633-53.5% |
| Participation rate | 89.7% | 71.5%+18.2pp | 75.7%+14.0pp | 68.7%+21.0pp |
| Annual return | -0.83% | 18506.71%-18507.5pp | 6625.22%-6626.0pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $5,766 | $1,615+257.1% | $2,266+154.5% | $2,203+161.8% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,507 | $3,959-36.7% | $4,821-48.0% | $4,297-41.7% |