Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,979 | $158,852-88.7% | $121,220-85.2% | $135,379-86.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -5.15% | -0.64%-4.5pp | 16.94%-22.1pp | 519.79%-524.9pp |
| Employer contribution / active EE | $3,206 | $5,666-43.4% | $4,023-20.3% | $4,779-32.9% |
| Participant deferral / active EE | $6,264 | $4,006+56.4% | $3,345+87.2% | $5,609+11.7% |
| Admin fee / account holder | $4,204 | $6,515-35.5% | $5,021-16.3% | $10,828-61.2% |