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 | $49,096 | $138,075-64.4% | $123,552-60.3% | $135,379-63.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.22% | 153.70%-158.9pp | 119.20%-124.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $1,168 | $5,152-77.3% | $4,628-74.8% | $4,779-75.6% |
| Participant deferral / active EE | $2,390 | $6,800-64.9% | $6,426-62.8% | $5,609-57.4% |
| Admin fee / account holder | $1,420 | $10,917-87.0% | $9,285-84.7% | $10,828-86.9% |