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 | $39,140 | $142,409-72.5% | $119,634-67.3% | $134,545-70.9% |
| Participation rate | 95.0% | 82.8%+12.2pp | 79.3%+15.7pp | 81.2%+13.8pp |
| Annual return | -18.55% | -12.46%-6.1pp | -14.98%-3.6pp | 418.37%-436.9pp |
| Employer contribution / active EE | $11,441 | $5,224+119.0% | $4,232+170.3% | $4,742+141.3% |
| Participant deferral / active EE | $2,837 | $6,468-56.1% | $5,601-49.4% | $6,401-55.7% |
| Admin fee / account holder | $4,842 | $13,594-64.4% | $10,329-53.1% | $11,431-57.6% |