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 | $34,375 | $49,177-30.1% | $79,466-56.7% | $64,173-46.4% |
| Participation rate | 98.6% | 65.0%+33.6pp | 73.3%+25.3pp | 69.6%+29.1pp |
| Annual return | -7.76% | -1.16%-6.6pp | 718.28%-726.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $636 | $2,076-69.4% | $2,800-77.3% | $2,381-73.3% |
| Participant deferral / active EE | $2,107 | $2,821-25.3% | $3,704-43.1% | $3,470-39.3% |
| Admin fee / account holder | $894 | $3,839-76.7% | $5,104-82.5% | $4,887-81.7% |