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 | $26,552 | $134,001-80.2% | $112,258-76.3% | $134,509-80.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.27% | 47.15%-67.4pp | 27.47%-47.7pp | 418.13%-438.4pp |
| Employer contribution / active EE | $1,476 | $4,039-63.5% | $3,636-59.4% | $4,741-68.9% |
| Participant deferral / active EE | $4,529 | $5,291-14.4% | $4,728-4.2% | $6,400-29.2% |
| Admin fee / account holder | $516 | $7,491-93.1% | $6,411-92.0% | $11,427-95.5% |