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 | $18,073 | $49,177-63.2% | $79,467-77.3% | $64,173-71.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.20% | -1.16%-6.0pp | 718.30%-725.5pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,290 | $2,076-37.9% | $2,800-53.9% | $2,381-45.8% |
| Participant deferral / active EE | $1,720 | $2,821-39.0% | $3,704-53.6% | $3,470-50.4% |
| Admin fee / account holder | $762 | $3,839-80.2% | $5,104-85.1% | $4,887-84.4% |