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 | $43,003 | $93,117-53.8% | $77,096-44.2% | $134,532-68.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.08% | 62.67%-76.7pp | 42.35%-56.4pp | 418.27%-432.3pp |
| Employer contribution / active EE | $2,163 | $3,420-36.8% | $2,814-23.1% | $4,741-54.4% |
| Participant deferral / active EE | $8,169 | $5,241+55.9% | $4,429+84.4% | $6,401+27.6% |
| Admin fee / account holder | $2,793 | $6,948-59.8% | $5,428-48.6% | $11,429-75.6% |