Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $55,455 | $167,353-66.9% | $143,797-61.4% | $134,545-58.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.65% | 0.48%-17.1pp | -0.04%-16.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $2,294 | $5,620-59.2% | $4,952-53.7% | $4,742-51.6% |
| Participant deferral / active EE | $2,948 | $6,447-54.3% | $5,638-47.7% | $6,401-53.9% |
| Admin fee / account holder | $10,029 | $18,096-44.6% | $14,679-31.7% | $11,431-12.3% |