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 | $58,936 | $82,674-28.7% | $125,381-53.0% | $68,486-13.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.34% | -5.97%-13.4pp | 572.31%-591.6pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,109 | $3,382-37.6% | $4,815-56.2% | $2,597-18.8% |
| Participant deferral / active EE | $6,257 | $6,111+2.4% | $7,448-16.0% | $4,028+55.4% |
| Admin fee / account holder | $1,843 | $6,277-70.6% | $10,007-81.6% | $5,404-65.9% |