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 | $48,339 | $86,701-44.2% | $73,309-34.1% | $125,388-61.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.23% | 2.78%-2.6pp | 5.67%-5.4pp | 282.24%-282.0pp |
| Employer contribution / active EE | $3,226 | $4,152-22.3% | $3,237-0.3% | $4,866-33.7% |
| Participant deferral / active EE | $2,007 | $5,549-63.8% | $4,991-59.8% | $5,352-62.5% |
| Admin fee / account holder | $1,091 | $7,768-86.0% | $5,635-80.6% | $9,541-88.6% |