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 | $58,057 | $105,867-45.2% | $90,760-36.0% | $134,532-56.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.27% | -10.99%-3.3pp | -12.16%-2.1pp | 418.27%-432.5pp |
| Employer contribution / active EE | $1,165 | $3,464-66.4% | $2,922-60.1% | $4,741-75.4% |
| Participant deferral / active EE | $2,909 | $5,217-44.2% | $4,565-36.3% | $6,401-54.6% |
| Admin fee / account holder | $561 | $13,936-96.0% | $8,444-93.4% | $11,429-95.1% |