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 | $12,253 | $42,909-71.4% | $60,906-79.9% | $68,486-82.1% |
| Participation rate | 98.0% | 66.8%+31.3pp | 73.1%+24.9pp | 67.9%+30.1pp |
| Annual return | -8.11% | -13.99%+5.9pp | 16.94%-25.0pp | -7.85%-0.3pp |
| Employer contribution / active EE | $828 | $1,979-58.2% | $2,703-69.4% | $2,597-68.1% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $933 | $3,104-69.9% | $3,227-71.1% | $5,404-82.7% |