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 | $11,928 | $27,632-56.8% | $61,452-80.6% | $68,486-82.6% |
| Participation rate | 96.6% | 39.5%+57.0pp | 52.6%+44.0pp | 67.9%+28.7pp |
| Annual return | -13.71% | -13.24%-0.5pp | 338.96%-352.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $4,223 | $696+507.0% | $1,160+264.2% | $2,597+62.6% |
| Participant deferral / active EE | $1,493 | $1,264+18.1% | $2,125-29.7% | $4,028-62.9% |
| Admin fee / account holder | $520 | $2,010-74.2% | $2,131-75.6% | $5,404-90.4% |