Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $41,913 | $90,590-53.7% | $111,306-62.3% | - |
| Participation rate | 0.0% | 76.1%-76.1pp | 77.3%-77.3pp | - |
| Annual return | 9.49% | 11.74%-2.2pp | 54.67%-45.2pp | - |
| Employer contribution / active EE | $0 | $1,916-100.0% | $2,732-100.0% | - |
| Participant deferral / active EE | $0 | $4,059-100.0% | $4,488-100.0% | - |
| Admin fee / account holder | $3,868 | $3,379+14.5% | $7,966-51.4% | - |