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 | $24,520 | $54,380-54.9% | $68,509-64.2% | $59,633-58.9% |
| Participation rate | 96.8% | 70.2%+26.6pp | 74.7%+22.0pp | 68.7%+28.1pp |
| Annual return | -1.06% | 2.83%-3.9pp | 8.27%-9.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $731 | $1,539-52.5% | $2,278-67.9% | $2,203-66.8% |
| Participant deferral / active EE | $2,038 | $2,643-22.9% | $3,382-39.7% | $3,192-36.1% |
| Admin fee / account holder | $541 | $3,885-86.1% | $5,275-89.7% | $4,297-87.4% |