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 | $43,251 | $87,546-50.6% | $75,784-42.9% | $125,389-65.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.36% | 13.49%-14.8pp | 9.68%-11.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $3,744 | $3,930-4.7% | $3,323+12.7% | $4,866-23.1% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,136 | $6,503-82.5% | $5,300-78.6% | $9,541-88.1% |