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 | $95,573 | $77,817+22.8% | $123,553-22.6% | $64,173+48.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 0.12% | 12.49%-12.4pp | 119.21%-119.1pp | 7.63%-7.5pp |
| Employer contribution / active EE | $806 | $3,014-73.2% | $4,628-82.6% | $2,381-66.1% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,564 | $5,519+0.8% | $9,284-40.1% | $4,887+13.8% |