Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $36,296 | $142,361-74.5% | $119,608-69.7% | $134,509-73.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $6,509 | $5,224+24.6% | $4,232+53.8% | $4,741+37.3% |
| Participant deferral / active EE | $7,315 | $6,468+13.1% | $5,601+30.6% | $6,400+14.3% |
| Admin fee / account holder | $3,139 | $13,588-76.9% | $10,326-69.6% | $11,427-72.5% |