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 | $37,891 | $72,404-47.7% | $110,243-65.6% | $64,173-41.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.21% | -6.29%-0.9pp | 314.76%-322.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $905 | $2,282-60.3% | $3,827-76.4% | $2,381-62.0% |
| Participant deferral / active EE | $2,795 | $3,469-19.4% | $4,672-40.2% | $3,470-19.4% |
| Admin fee / account holder | $400 | $5,664-92.9% | $8,548-95.3% | $4,887-91.8% |