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 | $26,876 | $95,975-72.0% | $74,549-63.9% | $135,379-80.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.43% | 56.96%-63.4pp | 32.53%-39.0pp | 519.79%-526.2pp |
| Employer contribution / active EE | $3,438 | $2,716+26.6% | $1,961+75.3% | $4,779-28.1% |
| Participant deferral / active EE | $7,140 | $3,844+85.8% | $3,108+129.7% | $5,609+27.3% |
| Admin fee / account holder | $2,425 | $6,522-62.8% | $5,059-52.1% | $10,828-77.6% |