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 | $27,660 | $43,730-36.7% | $121,220-77.2% | $64,173-56.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -6.69% | 68.94%-75.6pp | 16.94%-23.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,595 | $1,297+23.0% | $4,023-60.4% | $2,381-33.0% |
| Participant deferral / active EE | $0 | $2,281-100.0% | $3,345-100.0% | $3,470-100.0% |
| Admin fee / account holder | $416 | $3,502-88.1% | $5,021-91.7% | $4,887-91.5% |