Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,175 | $82,678-74.4% | $125,391-83.1% | $68,490-69.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.93% | -5.97%-11.0pp | 572.41%-589.3pp | -7.85%-9.1pp |
| Employer contribution / active EE | $6,829 | $3,382+101.9% | $4,816+41.8% | $2,597+163.0% |
| Participant deferral / active EE | $12,625 | $6,111+106.6% | $7,448+69.5% | $4,028+213.5% |
| Admin fee / account holder | $2,195 | $6,277-65.0% | $10,009-78.1% | $5,403-59.4% |