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 | $66,440 | $100,811-34.1% | $86,698-23.4% | $134,545-50.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.23% | 29.11%-48.3pp | 35.96%-55.2pp | 418.37%-437.6pp |
| Employer contribution / active EE | $2,833 | $3,490-18.8% | $2,837-0.1% | $4,742-40.2% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,058 | $10,926-81.2% | $7,492-72.5% | $11,431-82.0% |