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 | $71,321 | $87,016-18.0% | $63,244+12.8% | $125,388-43.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -0.63% | 21.71%-22.3pp | -70.31%+69.7pp | 282.24%-282.9pp |
| Employer contribution / active EE | $1,448 | $3,601-59.8% | $2,322-37.7% | $4,866-70.2% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,615 | $11,954-86.5% | $5,893-72.6% | $9,541-83.1% |