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 | $22,965 | $83,908-72.6% | $68,509-66.5% | $125,389-81.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.08% | 14.48%-15.6pp | 8.27%-9.4pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,349 | $3,031-55.5% | $2,278-40.8% | $4,866-72.3% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $402 | $8,982-95.5% | $5,275-92.4% | $9,541-95.8% |