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 | $92,570 | $81,840+13.1% | $63,412+46.0% | $125,389-26.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 67.1%+32.9pp | 83.2%+16.8pp |
| Annual return | -3.14% | -0.10%-3.0pp | 4.04%-7.2pp | 282.24%-285.4pp |
| Employer contribution / active EE | $5,882 | $2,377+147.5% | $1,814+224.2% | $4,866+20.9% |
| Participant deferral / active EE | $0 | $3,064-100.0% | $2,496-100.0% | $5,352-100.0% |
| Admin fee / account holder | $875 | $4,951-82.3% | $3,753-76.7% | $9,541-90.8% |