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 | $29,094 | $75,962-61.7% | $154,108-81.1% | $64,173-54.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.65% | 30.32%-38.0pp | 735.21%-742.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $6,073 | $3,350+81.3% | $5,298+14.6% | $2,381+155.1% |
| Participant deferral / active EE | $5,449 | $3,175+71.6% | $5,081+7.2% | $3,470+57.0% |
| Admin fee / account holder | $708 | $5,589-87.3% | $13,411-94.7% | $4,887-85.5% |