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 | $37,003 | $42,383-12.7% | $76,518-51.6% | $64,173-42.3% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -7.89% | -16.54%+8.6pp | -0.27%-7.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,853 | $1,563+82.5% | $2,647+7.8% | $2,381+19.8% |
| Participant deferral / active EE | $1,960 | $2,566-23.6% | $3,836-48.9% | $3,470-43.5% |
| Admin fee / account holder | $784 | $3,198-75.5% | $4,849-83.8% | $4,887-84.0% |