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 | $13,495 | $54,357-75.2% | $82,706-83.7% | $68,495-80.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.92% | -13.67%-5.2pp | 701.76%-720.7pp | -7.84%-11.1pp |
| Employer contribution / active EE | $4,056 | $2,218+82.8% | $3,007+34.9% | $2,596+56.2% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,294 | $4,396-70.6% | $5,329-75.7% | $5,403-76.1% |