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 | $15,691 | $43,344-63.8% | $59,899-73.8% | $64,173-75.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.01% | -1.55%-2.5pp | 3.46%-7.5pp | 7.63%-11.6pp |
| Employer contribution / active EE | $859 | $2,030-57.7% | $2,723-68.5% | $2,381-63.9% |
| Participant deferral / active EE | $859 | $2,547-66.3% | $3,402-74.8% | $3,470-75.3% |
| Admin fee / account holder | $445 | $3,008-85.2% | $3,592-87.6% | $4,887-90.9% |