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 | $39,135 | $82,678-52.7% | $125,391-68.8% | $68,490-42.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.94% | -5.97%-9.0pp | 572.41%-587.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $4,581 | $3,382+35.4% | $4,816-4.9% | $2,597+76.4% |
| Participant deferral / active EE | $7,730 | $6,111+26.5% | $7,448+3.8% | $4,028+91.9% |
| Admin fee / account holder | $5,676 | $6,277-9.6% | $10,009-43.3% | $5,403+5.1% |