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 | $40,629 | $84,518-51.9% | $67,704-40.0% | $125,389-67.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.68% | 2.57%-1.9pp | 25.41%-24.7pp | 282.24%-281.6pp |
| Employer contribution / active EE | $2,497 | $3,292-24.2% | $2,559-2.5% | $4,866-48.7% |
| Participant deferral / active EE | $6,801 | $4,430+53.5% | $3,585+89.7% | $5,352+27.1% |
| Admin fee / account holder | $8,931 | $5,340+67.2% | $4,255+109.9% | $9,541-6.4% |