Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,099 | $84,551-89.2% | $61,452-85.2% | $134,532-93.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.33% | 585.39%-599.7pp | 338.96%-353.3pp | 418.27%-432.6pp |
| Employer contribution / active EE | $983 | $1,545-36.4% | $1,160-15.2% | $4,741-79.3% |
| Participant deferral / active EE | $1,123 | $2,818-60.2% | $2,125-47.1% | $6,401-82.5% |
| Admin fee / account holder | $804 | $2,587-68.9% | $2,131-62.3% | $11,429-93.0% |