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 | $51,535 | $158,852-67.6% | $121,220-57.5% | $135,380-61.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -6.41% | -0.64%-5.8pp | 16.94%-23.3pp | 519.81%-526.2pp |
| Employer contribution / active EE | $10,548 | $5,666+86.2% | $4,023+162.2% | $4,779+120.7% |
| Participant deferral / active EE | $1,500 | $4,006-62.6% | $3,345-55.2% | $5,609-73.3% |
| Admin fee / account holder | $3,748 | $6,515-42.5% | $5,021-25.4% | $10,828-65.4% |