Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $22,508 | $95,915-76.5% | $79,580-71.7% | $134,532-83.3% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -18.18% | -2.71%-15.5pp | 0.15%-18.3pp | 418.27%-436.4pp |
| Employer contribution / active EE | $874 | $3,129-72.1% | $2,413-63.8% | $4,741-81.6% |
| Participant deferral / active EE | $4,677 | $4,693-0.4% | $3,985+17.3% | $6,401-26.9% |
| Admin fee / account holder | $1,521 | $9,132-83.3% | $6,835-77.7% | $11,429-86.7% |