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 | $15,905 | $49,177-67.7% | $79,467-80.0% | $64,173-75.2% |
| Participation rate | 90.9% | 65.0%+25.9pp | 73.3%+17.6pp | 69.6%+21.3pp |
| Annual return | -6.57% | -1.16%-5.4pp | 718.30%-724.9pp | 7.63%-14.2pp |
| Employer contribution / active EE | $662 | $2,076-68.1% | $2,800-76.3% | $2,381-72.2% |
| Participant deferral / active EE | $1,748 | $2,821-38.0% | $3,704-52.8% | $3,470-49.6% |
| Admin fee / account holder | $373 | $3,839-90.3% | $5,104-92.7% | $4,887-92.4% |