Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,377 | $54,355-73.5% | $82,744-82.6% | $68,486-79.0% |
| Participation rate | 92.9% | 63.9%+28.9pp | 72.6%+20.3pp | 67.9%+25.0pp |
| Annual return | -18.63% | -13.67%-5.0pp | 702.22%-720.9pp | -7.85%-10.8pp |
| Employer contribution / active EE | $2,131 | $2,219-4.0% | $3,008-29.2% | $2,597-17.9% |
| Participant deferral / active EE | $1,509 | $3,246-53.5% | $4,395-65.7% | $4,028-62.5% |
| Admin fee / account holder | $3,923 | $4,397-10.8% | $5,325-26.3% | $5,404-27.4% |