Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,576 | $45,872-83.5% | $77,096-90.2% | $68,486-88.9% |
| Participation rate | 97.4% | 55.9%+41.5pp | 67.9%+29.5pp | 67.9%+29.5pp |
| Annual return | -12.32% | 1.73%-14.0pp | 42.35%-54.7pp | -7.85%-4.5pp |
| Employer contribution / active EE | $6,206 | $1,650+276.2% | $2,814+120.5% | $2,597+139.0% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,429-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,138 | $3,041+200.5% | $5,428+68.3% | $5,404+69.1% |