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 | $38,930 | $62,586-37.8% | $76,766-49.3% | $64,181-39.3% |
| Participation rate | 94.2% | 72.8%+21.4pp | 77.0%+17.3pp | 69.6%+24.7pp |
| Annual return | -4.62% | -1.95%-2.7pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $10,642 | $1,832+480.9% | $2,485+328.2% | $2,381+347.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,851-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,316 | $4,667+99.6% | $6,675+39.6% | $4,887+90.6% |