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 | $13,546 | $73,863-81.7% | $143,797-90.6% | $68,490-80.2% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -9.87% | 0.91%-10.8pp | -0.04%-9.8pp | -7.85%-2.0pp |
| Employer contribution / active EE | $1,744 | $3,185-45.3% | $4,952-64.8% | $2,597-32.9% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,434 | $5,756-75.1% | $14,679-90.2% | $5,403-73.5% |