Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,887 | $82,678-56.6% | $125,391-71.4% | $68,490-47.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.49% | -5.97%-12.5pp | 572.41%-590.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $3,981 | $3,382+17.7% | $4,816-17.3% | $2,597+53.3% |
| Participant deferral / active EE | $8,833 | $6,111+44.5% | $7,448+18.6% | $4,028+119.3% |
| Admin fee / account holder | $1,152 | $6,277-81.6% | $10,009-88.5% | $5,403-78.7% |