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 | $24,432 | $107,809-77.3% | $90,657-73.0% | $135,380-82.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.90% | -0.90%-6.0pp | 1.89%-8.8pp | 519.81%-526.7pp |
| Employer contribution / active EE | $1,677 | $3,018-44.4% | $2,532-33.8% | $4,779-64.9% |
| Participant deferral / active EE | $1,240 | $3,872-68.0% | $3,424-63.8% | $5,609-77.9% |
| Admin fee / account holder | $329 | $5,931-94.5% | $4,994-93.4% | $10,828-97.0% |