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 | $19,687 | $53,546-63.2% | $69,890-71.8% | $68,490-71.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -16.14% | -13.87%-2.3pp | 190.84%-207.0pp | -7.85%-8.3pp |
| Employer contribution / active EE | $986 | $2,019-51.2% | $2,560-61.5% | $2,597-62.0% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,597 | $4,693-66.0% | $6,267-74.5% | $5,403-70.5% |