Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,241 | $73,848-71.2% | $143,799-85.2% | $68,486-69.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.17% | 0.91%-19.1pp | -0.04%-18.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $2,577 | $3,184-19.1% | $4,952-48.0% | $2,597-0.8% |
| Participant deferral / active EE | $3,373 | $3,385-0.3% | $5,638-40.2% | $4,028-16.2% |
| Admin fee / account holder | $515 | $5,755-91.1% | $14,677-96.5% | $5,404-90.5% |