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 | $36,164 | $77,976-53.6% | $81,367-55.6% | $125,389-71.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | 0.00% | -2.85%+2.9pp | -0.92%+0.9pp | 282.24%-282.2pp |
| Employer contribution / active EE | $27,537 | $4,366+530.8% | $3,930+600.7% | $4,866+465.9% |
| Participant deferral / active EE | $9,550 | $5,646+69.1% | $5,383+77.4% | $5,352+78.5% |
| Admin fee / account holder | $329 | $12,476-97.4% | $8,926-96.3% | $9,541-96.5% |