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 | $17,133 | $81,840-79.1% | $63,412-73.0% | $125,393-86.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 67.1%+32.9pp | 83.2%+16.8pp |
| Annual return | -0.52% | -0.10%-0.4pp | 4.04%-4.6pp | 282.23%-282.8pp |
| Employer contribution / active EE | $7,717 | $2,377+224.7% | $1,814+325.4% | $4,866+58.6% |
| Participant deferral / active EE | $1,160 | $3,064-62.1% | $2,496-53.5% | $5,351-78.3% |
| Admin fee / account holder | $17,517 | $4,951+253.8% | $3,753+366.7% | $9,541+83.6% |