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 | $55,823 | $97,020-42.5% | $83,322-33.0% | $135,379-58.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.58% | 12.31%-20.9pp | 10.64%-19.2pp | 519.79%-528.4pp |
| Employer contribution / active EE | $5,766 | $4,144+39.1% | $3,379+70.6% | $4,779+20.6% |
| Participant deferral / active EE | $5,766 | $5,964-3.3% | $5,565+3.6% | $5,609+2.8% |
| Admin fee / account holder | $571 | $8,426-93.2% | $7,540-92.4% | $10,828-94.7% |