Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $83,382 | $133,998-37.8% | $112,263-25.7% | $134,545-38.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.08% | 47.17%-66.2pp | 27.49%-46.6pp | 418.37%-437.4pp |
| Employer contribution / active EE | $12,001 | $4,040+197.0% | $3,636+230.0% | $4,742+153.1% |
| Participant deferral / active EE | $11,313 | $5,292+113.8% | $4,729+139.2% | $6,401+76.7% |
| Admin fee / account holder | $1,975 | $7,493-73.6% | $6,410-69.2% | $11,431-82.7% |