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 | $77,048 | $85,790-10.2% | $67,313+14.5% | $135,379-43.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.20% | -0.54%+0.7pp | -4.08%+4.3pp | 519.79%-519.6pp |
| Employer contribution / active EE | $3,333 | $3,487-4.4% | $2,566+29.9% | $4,779-30.2% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $880 | $6,392-86.2% | $4,507-80.5% | $10,828-91.9% |