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 | $47,475 | $82,314-42.3% | $68,808-31.0% | $134,532-64.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -7.17% | -2.18%-5.0pp | -6.37%-0.8pp | 418.27%-425.4pp |
| Employer contribution / active EE | $6,986 | $3,301+111.6% | $2,656+163.1% | $4,741+47.4% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $481 | $6,484-92.6% | $4,936-90.2% | $11,429-95.8% |