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 | $41,583 | $95,188-56.3% | $76,518-45.7% | $135,379-69.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.12% | 4.85%-14.0pp | -0.27%-8.9pp | 519.79%-528.9pp |
| Employer contribution / active EE | $3,796 | $3,303+14.9% | $2,647+43.4% | $4,779-20.6% |
| Participant deferral / active EE | $8,164 | $4,640+76.0% | $3,836+112.8% | $5,609+45.6% |
| Admin fee / account holder | $4,199 | $6,249-32.8% | $4,849-13.4% | $10,828-61.2% |