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 | $54,079 | $95,188-43.2% | $76,518-29.3% | $135,380-60.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -2.04% | 4.85%-6.9pp | -0.27%-1.8pp | 519.81%-521.8pp |
| Employer contribution / active EE | $3,450 | $3,303+4.5% | $2,647+30.3% | $4,779-27.8% |
| Participant deferral / active EE | $8,884 | $4,640+91.5% | $3,836+131.6% | $5,609+58.4% |
| Admin fee / account holder | $484 | $6,249-92.2% | $4,849-90.0% | $10,828-95.5% |