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 | $24,373 | $27,632-11.8% | $61,452-60.3% | $68,486-64.4% |
| Participation rate | 91.3% | 39.5%+51.8pp | 52.6%+38.7pp | 67.9%+23.4pp |
| Annual return | -11.65% | -13.24%+1.6pp | 338.96%-350.6pp | -7.85%-3.8pp |
| Employer contribution / active EE | $2,067 | $696+197.1% | $1,160+78.2% | $2,597-20.4% |
| Participant deferral / active EE | $1,516 | $1,264+20.0% | $2,125-28.7% | $4,028-62.4% |
| Admin fee / account holder | $1,276 | $2,010-36.5% | $2,131-40.1% | $5,404-76.4% |