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 | $77,587 | $86,701-10.5% | $73,309+5.8% | $125,389-38.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.67% | 2.78%-3.4pp | 5.67%-6.3pp | 282.24%-282.9pp |
| Employer contribution / active EE | $1,250 | $4,152-69.9% | $3,237-61.4% | $4,866-74.3% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $31,105 | $7,768+300.4% | $5,635+452.0% | $9,541+226.0% |