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 | $28,603 | $73,863-61.3% | $143,797-80.1% | $68,490-58.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.68% | 0.91%-14.6pp | -0.04%-13.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $2,319 | $3,185-27.2% | $4,952-53.2% | $2,597-10.7% |
| Participant deferral / active EE | $2,006 | $3,385-40.7% | $5,638-64.4% | $4,028-50.2% |
| Admin fee / account holder | $2,719 | $5,756-52.8% | $14,679-81.5% | $5,403-49.7% |