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 | $20,414 | $95,915-78.7% | $79,580-74.3% | $134,532-84.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.69% | -2.71%-14.0pp | 0.15%-16.8pp | 418.27%-435.0pp |
| Employer contribution / active EE | $6,667 | $3,129+113.1% | $2,413+176.2% | $4,741+40.6% |
| Participant deferral / active EE | $3,667 | $4,693-21.9% | $3,985-8.0% | $6,401-42.7% |
| Admin fee / account holder | $429 | $9,132-95.3% | $6,835-93.7% | $11,429-96.2% |