Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,113 | $167,522-82.0% | $151,639-80.1% | $134,532-77.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.11% | 7.81%-26.9pp | 3.34%-22.4pp | 418.27%-437.4pp |
| Employer contribution / active EE | $2,183 | $6,828-68.0% | $6,165-64.6% | $4,741-54.0% |
| Participant deferral / active EE | $11,255 | $8,986+25.2% | $8,363+34.6% | $6,401+75.8% |
| Admin fee / account holder | $7,511 | $13,780-45.5% | $11,613-35.3% | $11,429-34.3% |