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 | $31,396 | $95,975-67.3% | $74,549-57.9% | $135,379-76.8% |
| Participation rate | 92.3% | 75.7%+16.7pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | -6.10% | 56.96%-63.1pp | 32.53%-38.6pp | 519.79%-525.9pp |
| Employer contribution / active EE | $459 | $2,716-83.1% | $1,961-76.6% | $4,779-90.4% |
| Participant deferral / active EE | $2,311 | $3,844-39.9% | $3,108-25.6% | $5,609-58.8% |
| Admin fee / account holder | $323 | $6,522-95.0% | $5,059-93.6% | $10,828-97.0% |