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 | $29,369 | $92,219-68.2% | $76,767-61.7% | $135,380-78.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -0.89% | 5.46%-6.4pp | 2.43%-3.3pp | 519.81%-520.7pp |
| Employer contribution / active EE | $4,431 | $3,216+37.8% | $2,485+78.3% | $4,779-7.3% |
| Participant deferral / active EE | $5,433 | $4,508+20.5% | $3,852+41.0% | $5,609-3.1% |
| Admin fee / account holder | $42,857 | $10,749+298.7% | $6,675+542.0% | $10,828+295.8% |