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 | $26,386 | $64,719-59.2% | $112,249-76.5% | $68,486-61.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.25% | -11.40%-4.8pp | 27.48%-43.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $3,561 | $2,747+29.7% | $3,636-2.1% | $2,597+37.1% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,843 | $5,232-7.4% | $6,412-24.5% | $5,404-10.4% |