Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,919 | $82,678-73.5% | $125,391-82.5% | $68,490-68.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.90% | -5.97%-9.9pp | 572.41%-588.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $3,868 | $3,382+14.4% | $4,816-19.7% | $2,597+48.9% |
| Participant deferral / active EE | $5,624 | $6,111-8.0% | $7,448-24.5% | $4,028+39.6% |
| Admin fee / account holder | $369 | $6,277-94.1% | $10,009-96.3% | $5,403-93.2% |