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 | $23,588 | $49,177-52.0% | $79,466-70.3% | $64,173-63.2% |
| Participation rate | 74.1% | 65.0%+9.0pp | 73.3%+0.7pp | 69.6%+4.5pp |
| Annual return | -6.26% | -1.16%-5.1pp | 718.28%-724.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,379 | $2,076-33.6% | $2,800-50.8% | $2,381-42.1% |
| Participant deferral / active EE | $2,803 | $2,821-0.7% | $3,704-24.3% | $3,470-19.2% |
| Admin fee / account holder | $3,901 | $3,839+1.6% | $5,104-23.6% | $4,887-20.2% |