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 | $36,681 | $56,199-34.7% | $67,652-45.8% | $59,632-38.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.49% | 18505.31%-18505.8pp | 6625.04%-6625.5pp | 2041.32%-2041.8pp |
| Employer contribution / active EE | $756 | $1,614-53.2% | $2,266-66.6% | $2,203-65.7% |
| Participant deferral / active EE | $2,117 | $2,844-25.6% | $3,560-40.5% | $3,192-33.7% |
| Admin fee / account holder | $819 | $3,958-79.3% | $4,821-83.0% | $4,297-80.9% |