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 | $18,243 | $75,959-76.0% | $154,114-88.2% | $64,181-71.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.71% | 30.32%-38.0pp | 735.16%-742.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $719 | $3,350-78.5% | $5,298-86.4% | $2,381-69.8% |
| Participant deferral / active EE | $1,858 | $3,175-41.5% | $5,081-63.4% | $3,470-46.4% |
| Admin fee / account holder | $329 | $5,589-94.1% | $13,411-97.5% | $4,887-93.3% |