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 | $43,758 | $52,678-16.9% | $75,784-42.3% | $59,633-26.6% |
| Participation rate | 79.3% | 67.2%+12.1pp | 75.8%+3.5pp | 68.7%+10.6pp |
| Annual return | -0.37% | 2.95%-3.3pp | 9.68%-10.0pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $10,422 | $2,193+375.1% | $3,323+213.6% | $2,203+373.1% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $624 | $3,610-82.7% | $5,300-88.2% | $4,297-85.5% |