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 | $72,747 | $87,705-17.1% | $63,517+14.5% | $125,393-42.0% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -2.22% | 21.70%-23.9pp | -70.30%+68.1pp | 282.23%-284.5pp |
| Employer contribution / active EE | $12,625 | $3,601+250.6% | $2,322+443.7% | $4,866+159.4% |
| Participant deferral / active EE | $6,743 | $3,939+71.2% | $2,953+128.3% | $5,351+26.0% |
| Admin fee / account holder | $504 | $11,948-95.8% | $5,892-91.4% | $9,541-94.7% |