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 | $46,939 | $97,881-52.0% | $80,004-41.3% | $125,389-62.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -2.14% | 9.36%-11.5pp | 7.63%-9.8pp | 282.24%-284.4pp |
| Employer contribution / active EE | $4,375 | $3,128+39.9% | $2,473+76.9% | $4,866-10.1% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,456 | $6,278-76.8% | $5,033-71.1% | $9,541-84.7% |