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 | $28,544 | $32,117-11.1% | $71,089-59.8% | $64,173-55.5% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.6%+45.4pp | 69.6%+30.4pp |
| Annual return | -8.05% | -5.57%-2.5pp | 650.65%-658.7pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,167 | $712+63.9% | $1,088+7.3% | $2,381-51.0% |
| Participant deferral / active EE | $2,435 | $1,263+92.8% | $1,873+30.0% | $3,470-29.8% |
| Admin fee / account holder | $1,213 | $2,759-56.1% | $3,082-60.7% | $4,887-75.2% |