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 | $35,701 | $67,372-47.0% | $60,906-41.4% | $134,532-73.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -7.70% | 50.05%-57.7pp | 16.94%-24.6pp | 418.27%-426.0pp |
| Employer contribution / active EE | $1,491 | $3,099-51.9% | $2,703-44.9% | $4,741-68.6% |
| Participant deferral / active EE | $2,243 | $4,532-50.5% | $3,814-41.2% | $6,401-65.0% |
| Admin fee / account holder | $1,933 | $4,588-57.9% | $3,227-40.1% | $11,429-83.1% |