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 | $34,626 | $72,404-52.2% | $110,243-68.6% | $64,173-46.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.23% | -6.29%+2.1pp | 314.76%-319.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $738 | $2,282-67.7% | $3,827-80.7% | $2,381-69.0% |
| Participant deferral / active EE | $2,987 | $3,469-13.9% | $4,672-36.1% | $3,470-13.9% |
| Admin fee / account holder | $4,046 | $5,664-28.6% | $8,548-52.7% | $4,887-17.2% |