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 | $15,373 | $73,863-79.2% | $143,797-89.3% | $68,490-77.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.45% | 0.91%-16.4pp | -0.04%-15.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $2,593 | $3,185-18.6% | $4,952-47.6% | $2,597-0.1% |
| Participant deferral / active EE | $3,939 | $3,385+16.4% | $5,638-30.1% | $4,028-2.2% |
| Admin fee / account holder | $895 | $5,756-84.5% | $14,679-93.9% | $5,403-83.4% |