Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,072 | $73,863-79.6% | $143,797-89.5% | $68,490-78.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -8.41% | 0.91%-9.3pp | -0.04%-8.4pp | -7.85%-0.6pp |
| Employer contribution / active EE | $3,708 | $3,185+16.4% | $4,952-25.1% | $2,597+42.8% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,742 | $5,756-52.4% | $14,679-81.3% | $5,403-49.3% |