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 | $62,916 | $127,096-50.5% | $105,736-40.5% | $135,380-53.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.69% | 4.49%-11.2pp | 6.27%-13.0pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,863 | $4,107-54.6% | $3,268-43.0% | $4,779-61.0% |
| Participant deferral / active EE | $7,271 | $5,064+43.6% | $4,080+78.2% | $5,609+29.6% |
| Admin fee / account holder | $6,374 | $9,087-29.9% | $6,913-7.8% | $10,828-41.1% |