Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,643 | $95,917-81.6% | $79,583-77.8% | $134,545-86.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.03% | -2.70%-14.3pp | 0.16%-17.2pp | 418.37%-435.4pp |
| Employer contribution / active EE | $977 | $3,129-68.8% | $2,414-59.5% | $4,742-79.4% |
| Participant deferral / active EE | $6,757 | $4,694+44.0% | $3,986+69.5% | $6,401+5.6% |
| Admin fee / account holder | $1,176 | $9,132-87.1% | $6,835-82.8% | $11,431-89.7% |