Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $47,410 | $142,409-66.7% | $119,634-60.4% | $134,545-64.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.60% | -12.46%-3.1pp | -14.98%-0.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $1,927 | $5,224-63.1% | $4,232-54.5% | $4,742-59.4% |
| Participant deferral / active EE | $12,950 | $6,468+100.2% | $5,601+131.2% | $6,401+102.3% |
| Admin fee / account holder | $389 | $13,594-97.1% | $10,329-96.2% | $11,431-96.6% |