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 | $12,190 | $54,370-77.6% | $82,763-85.3% | $68,490-82.2% |
| Participation rate | 96.2% | 63.9%+32.2pp | 72.6%+23.6pp | 67.9%+28.3pp |
| Annual return | -15.47% | -13.67%-1.8pp | 702.45%-717.9pp | -7.85%-7.6pp |
| Employer contribution / active EE | $317 | $2,219-85.7% | $3,008-89.4% | $2,597-87.8% |
| Participant deferral / active EE | $1,673 | $3,247-48.5% | $4,395-61.9% | $4,028-58.5% |
| Admin fee / account holder | $452 | $4,398-89.7% | $5,325-91.5% | $5,403-91.6% |