Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $56,569 | $95,979-41.1% | $74,551-24.1% | $135,380-58.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.32% | 56.97%-56.6pp | 32.53%-32.2pp | 519.81%-519.5pp |
| Employer contribution / active EE | $16,308 | $2,716+500.4% | $1,961+731.6% | $4,779+241.3% |
| Participant deferral / active EE | $12,250 | $3,844+218.7% | $3,108+294.1% | $5,609+118.4% |
| Admin fee / account holder | $449 | $6,522-93.1% | $5,059-91.1% | $10,828-95.9% |