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 | $16,607 | $95,188-82.6% | $76,518-78.3% | $135,379-87.7% |
| Participation rate | 95.8% | 74.4%+21.4pp | 68.0%+27.8pp | 82.6%+13.2pp |
| Annual return | -6.87% | 4.85%-11.7pp | -0.27%-6.6pp | 519.79%-526.7pp |
| Employer contribution / active EE | $357 | $3,303-89.2% | $2,647-86.5% | $4,779-92.5% |
| Participant deferral / active EE | $1,963 | $4,640-57.7% | $3,836-48.8% | $5,609-65.0% |
| Admin fee / account holder | $1,349 | $6,249-78.4% | $4,849-72.2% | $10,828-87.5% |