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 | $14,787 | $91,911-83.9% | $68,612-78.4% | $135,380-89.1% |
| Participation rate | 95.0% | 76.7%+18.3pp | 72.2%+22.8pp | 82.6%+12.4pp |
| Annual return | -6.75% | -8.22%+1.5pp | -4.63%-2.1pp | 519.81%-526.6pp |
| Employer contribution / active EE | $1,001 | $3,924-74.5% | $2,625-61.9% | $4,779-79.0% |
| Participant deferral / active EE | $1,646 | $4,315-61.9% | $3,311-50.3% | $5,609-70.6% |
| Admin fee / account holder | $752 | $9,240-91.9% | $5,131-85.4% | $10,828-93.1% |