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 | $43,903 | $99,644-55.9% | $86,438-49.2% | $134,532-67.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.12% | 6787.26%-6805.4pp | 4397.19%-4415.3pp | 418.27%-436.4pp |
| Employer contribution / active EE | $4,545 | $4,402+3.3% | $3,769+20.6% | $4,741-4.1% |
| Participant deferral / active EE | $12,107 | $7,247+67.0% | $6,952+74.1% | $6,401+89.1% |
| Admin fee / account holder | $640 | $8,375-92.4% | $6,733-90.5% | $11,429-94.4% |