Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,485 | $54,162-64.0% | $68,612-71.6% | $64,173-69.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -7.64% | -1.62%-6.0pp | -4.63%-3.0pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,071 | $1,846+12.2% | $2,625-21.1% | $2,381-13.0% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,240 | $4,029-44.4% | $5,131-56.3% | $4,887-54.2% |