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 | $10,434 | $73,863-85.9% | $143,797-92.7% | $68,490-84.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.94% | 0.91%-15.8pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $548 | $3,185-82.8% | $4,952-88.9% | $2,597-78.9% |
| Participant deferral / active EE | $1,984 | $3,385-41.4% | $5,638-64.8% | $4,028-50.7% |
| Admin fee / account holder | $13,988 | $5,756+143.0% | $14,679-4.7% | $5,403+158.9% |