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 | $40,989 | $92,219-55.6% | $76,767-46.6% | $135,380-69.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.18% | 5.46%-13.6pp | 2.43%-10.6pp | 519.81%-528.0pp |
| Employer contribution / active EE | $1,458 | $3,216-54.7% | $2,485-41.3% | $4,779-69.5% |
| Participant deferral / active EE | $4,552 | $4,508+1.0% | $3,852+18.2% | $5,609-18.8% |
| Admin fee / account holder | $566 | $10,749-94.7% | $6,675-91.5% | $10,828-94.8% |