Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $82,402 | $142,392-42.1% | $119,622-31.1% | $134,532-38.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.03% | -12.46%-0.6pp | -14.98%+2.0pp | 418.27%-431.3pp |
| Employer contribution / active EE | $2,941 | $5,224-43.7% | $4,232-30.5% | $4,741-38.0% |
| Participant deferral / active EE | $7,805 | $6,467+20.7% | $5,601+39.4% | $6,401+21.9% |
| Admin fee / account holder | $933 | $13,593-93.1% | $10,328-91.0% | $11,429-91.8% |