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 | $33,927 | $95,915-64.6% | $79,580-57.4% | $134,532-74.8% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -18.33% | -2.71%-15.6pp | 0.15%-18.5pp | 418.27%-436.6pp |
| Employer contribution / active EE | $1,027 | $3,129-67.2% | $2,413-57.4% | $4,741-78.3% |
| Participant deferral / active EE | $1,214 | $4,693-74.1% | $3,985-69.5% | $6,401-81.0% |
| Admin fee / account holder | $405 | $9,132-95.6% | $6,835-94.1% | $11,429-96.5% |