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 | $40,455 | $92,219-56.1% | $76,767-47.3% | $135,380-70.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.20% | 5.46%-13.7pp | 2.43%-10.6pp | 519.81%-528.0pp |
| Employer contribution / active EE | $5,093 | $3,216+58.4% | $2,485+104.9% | $4,779+6.6% |
| Participant deferral / active EE | $4,696 | $4,508+4.2% | $3,852+21.9% | $5,609-16.3% |
| Admin fee / account holder | $4,837 | $10,749-55.0% | $6,675-27.5% | $10,828-55.3% |