Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $41,405 | $100,792-58.9% | $86,691-52.2% | $134,509-69.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.14% | 29.08%-45.2pp | 35.94%-52.1pp | 418.13%-434.3pp |
| Employer contribution / active EE | $4,833 | $3,491+38.5% | $2,837+70.4% | $4,741+2.0% |
| Participant deferral / active EE | $9,681 | $5,339+81.3% | $4,656+107.9% | $6,400+51.3% |
| Admin fee / account holder | $1,676 | $10,924-84.7% | $7,492-77.6% | $11,427-85.3% |