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 | $26,359 | $45,566-42.2% | $64,105-58.9% | $59,633-55.8% |
| Participation rate | 98.0% | 60.2%+37.8pp | 68.2%+29.8pp | 68.7%+29.3pp |
| Annual return | -0.31% | 4.95%-5.3pp | 791.24%-791.6pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $3,758 | $934+302.3% | $1,820+106.5% | $2,203+70.6% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,603 | $3,268-50.9% | $4,499-64.4% | $4,297-62.7% |