Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,067 | $82,314-85.3% | $68,808-82.5% | $134,532-91.0% |
| Participation rate | 92.3% | 75.1%+17.3pp | 69.0%+23.3pp | 81.2%+11.1pp |
| Annual return | -9.88% | -2.18%-7.7pp | -6.37%-3.5pp | 418.27%-428.1pp |
| Employer contribution / active EE | $1,164 | $3,301-64.7% | $2,656-56.2% | $4,741-75.4% |
| Participant deferral / active EE | $2,687 | $4,740-43.3% | $3,942-31.8% | $6,401-58.0% |
| Admin fee / account holder | $9,870 | $6,484+52.2% | $4,936+100.0% | $11,429-13.6% |