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 | $217,234 | $73,019+197.5% | $90,766+139.3% | $68,490+217.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -17.71% | -13.81%-3.9pp | -12.16%-5.6pp | -7.85%-9.9pp |
| Employer contribution / active EE | $13,889 | $2,193+533.4% | $2,922+375.4% | $2,597+434.9% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $22,167 | $5,897+275.9% | $8,446+162.5% | $5,403+310.3% |