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 | $11,644 | $73,863-84.2% | $143,797-91.9% | $68,490-83.0% |
| Participation rate | 86.8% | 66.7%+20.1pp | 80.3%+6.4pp | 67.9%+18.9pp |
| Annual return | -15.14% | 0.91%-16.1pp | -0.04%-15.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,498 | $3,185-53.0% | $4,952-69.8% | $2,597-42.3% |
| Participant deferral / active EE | $2,887 | $3,385-14.7% | $5,638-48.8% | $4,028-28.3% |
| Admin fee / account holder | $1,569 | $5,756-72.7% | $14,679-89.3% | $5,403-71.0% |