Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,220 | $90,467-71.0% | $93,759-72.0% | $134,509-80.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -19.54% | -15.72%-3.8pp | -11.33%-8.2pp | 418.13%-437.7pp |
| Employer contribution / active EE | $9,855 | $4,345+126.8% | $4,324+127.9% | $4,741+107.9% |
| Participant deferral / active EE | $7,949 | $5,980+32.9% | $6,096+30.4% | $6,400+24.2% |
| Admin fee / account holder | $327 | $9,258-96.5% | $7,197-95.5% | $11,427-97.1% |