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 | $25,515 | $85,790-70.3% | $67,313-62.1% | $135,379-81.2% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.1%+14.3pp | 82.6%+0.7pp |
| Annual return | -3.63% | -0.54%-3.1pp | -4.08%+0.5pp | 519.79%-523.4pp |
| Employer contribution / active EE | $476 | $3,487-86.4% | $2,566-81.5% | $4,779-90.0% |
| Participant deferral / active EE | $1,466 | $4,651-68.5% | $3,568-58.9% | $5,609-73.9% |
| Admin fee / account holder | $914 | $6,392-85.7% | $4,507-79.7% | $10,828-91.6% |