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 | $24,020 | $79,633-69.8% | $93,786-74.4% | $68,490-64.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | 0.20% | -0.10%+0.3pp | -11.32%+11.5pp | -7.85%+8.1pp |
| Employer contribution / active EE | $3,424 | $3,665-6.6% | $4,328-20.9% | $2,597+31.9% |
| Participant deferral / active EE | $0 | $5,158-100.0% | $6,100-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,492 | $6,871-78.3% | $7,184-79.2% | $5,403-72.4% |