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 | $31,691 | $105,866-70.1% | $90,766-65.1% | $134,545-76.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 3.55% | -10.99%+14.5pp | -12.16%+15.7pp | 418.37%-414.8pp |
| Employer contribution / active EE | $2,213 | $3,464-36.1% | $2,922-24.3% | $4,742-53.3% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,831 | $13,938-79.7% | $8,446-66.5% | $11,431-75.2% |