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 | $15,188 | $40,275-62.3% | $57,356-73.5% | $59,633-74.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -1.73% | 27.52%-29.3pp | 24.41%-26.1pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $959 | $1,921-50.1% | $2,689-64.3% | $2,203-56.5% |
| Participant deferral / active EE | $1,430 | $2,400-40.4% | $3,162-54.8% | $3,192-55.2% |
| Admin fee / account holder | $2,113 | $2,820-25.1% | $3,357-37.1% | $4,297-50.8% |