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 | $49,639 | $105,866-53.1% | $90,766-45.3% | $134,545-63.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.34% | -10.99%-9.3pp | -12.16%-8.2pp | 418.37%-438.7pp |
| Employer contribution / active EE | $2,820 | $3,464-18.6% | $2,922-3.5% | $4,742-40.5% |
| Participant deferral / active EE | $7,010 | $5,217+34.4% | $4,565+53.6% | $6,401+9.5% |
| Admin fee / account holder | $1,744 | $13,938-87.5% | $8,446-79.3% | $11,431-84.7% |