Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,425 | $95,917-68.3% | $79,583-61.8% | $134,545-77.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.58% | -2.70%-12.9pp | 0.16%-15.7pp | 418.37%-433.9pp |
| Employer contribution / active EE | $8,023 | $3,129+156.4% | $2,414+232.4% | $4,742+69.2% |
| Participant deferral / active EE | $3,480 | $4,694-25.9% | $3,986-12.7% | $6,401-45.6% |
| Admin fee / account holder | $8,871 | $9,132-2.9% | $6,835+29.8% | $11,431-22.4% |