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 | $55,199 | $65,082-15.2% | $81,367-32.2% | $59,633-7.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 82.3%+17.7pp | 68.7%+31.3pp |
| Annual return | -0.47% | 1.16%-1.6pp | -0.92%+0.4pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $3,767 | $2,934+28.4% | $3,930-4.1% | $2,203+71.0% |
| Participant deferral / active EE | $0 | $4,083-100.0% | $5,383-100.0% | $3,192-100.0% |
| Admin fee / account holder | $26,466 | $7,582+249.0% | $8,926+196.5% | $4,297+515.9% |