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 | $20,170 | $54,357-62.9% | $82,706-75.6% | $68,495-70.6% |
| Participation rate | 82.4% | 63.9%+18.4pp | 72.6%+9.8pp | 67.9%+14.5pp |
| Annual return | -17.13% | -13.67%-3.5pp | 701.76%-718.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $856 | $2,218-61.4% | $3,007-71.5% | $2,596-67.0% |
| Participant deferral / active EE | $3,229 | $3,246-0.5% | $4,394-26.5% | $4,028-19.8% |
| Admin fee / account holder | $368 | $4,396-91.6% | $5,329-93.1% | $5,403-93.2% |