Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $49,444 | $190,862-74.1% | $159,991-69.1% | $134,509-63.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.35% | 552.59%-567.9pp | 408.82%-424.2pp | 418.13%-433.5pp |
| Employer contribution / active EE | $2,932 | $4,995-41.3% | $4,225-30.6% | $4,741-38.2% |
| Participant deferral / active EE | $3,972 | $6,924-42.6% | $6,183-35.8% | $6,400-37.9% |
| Admin fee / account holder | $625 | $10,495-94.0% | $8,715-92.8% | $11,427-94.5% |