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 | $32,641 | $129,960-74.9% | $104,299-68.7% | $134,545-75.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -5.98% | 42.06%-48.0pp | 24.62%-30.6pp | 418.37%-424.3pp |
| Employer contribution / active EE | $1,765 | $4,186-57.8% | $3,373-47.7% | $4,742-62.8% |
| Participant deferral / active EE | $1,916 | $5,589-65.7% | $4,626-58.6% | $6,401-70.1% |
| Admin fee / account holder | $839 | $9,324-91.0% | $7,339-88.6% | $11,431-92.7% |