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 | $22,246 | $73,848-69.9% | $143,799-84.5% | $68,486-67.5% |
| Participation rate | 92.7% | 66.7%+26.0pp | 80.3%+12.4pp | 67.9%+24.8pp |
| Annual return | -12.90% | 0.91%-13.8pp | -0.04%-12.9pp | -7.85%-5.0pp |
| Employer contribution / active EE | $3,220 | $3,184+1.1% | $4,952-35.0% | $2,597+24.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $429 | $5,755-92.6% | $14,677-97.1% | $5,404-92.1% |