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 | $49,825 | $95,975-48.1% | $74,552-33.2% | $135,382-63.2% |
| Participation rate | 92.9% | 75.7%+17.2pp | 69.1%+23.7pp | 82.6%+10.2pp |
| Annual return | -6.76% | 56.96%-63.7pp | 32.53%-39.3pp | 519.77%-526.5pp |
| Employer contribution / active EE | $2,143 | $2,716-21.1% | $1,961+9.3% | $4,779-55.2% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $992 | $6,522-84.8% | $5,060-80.4% | $10,829-90.8% |