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 | $21,393 | $95,917-77.7% | $79,583-73.1% | $134,545-84.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.22% | -2.70%-14.5pp | 0.16%-17.4pp | 418.37%-435.6pp |
| Employer contribution / active EE | $3,510 | $3,129+12.2% | $2,414+45.4% | $4,742-26.0% |
| Participant deferral / active EE | $9,843 | $4,694+109.7% | $3,986+147.0% | $6,401+53.8% |
| Admin fee / account holder | $4,266 | $9,132-53.3% | $6,835-37.6% | $11,431-62.7% |