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 | $30,217 | $75,962-60.2% | $154,111-80.4% | $64,173-52.9% |
| Participation rate | 94.9% | 70.4%+24.5pp | 83.0%+11.8pp | 69.6%+25.3pp |
| Annual return | -5.16% | 30.32%-35.5pp | 735.18%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,947 | $3,350-12.0% | $5,298-44.4% | $2,381+23.8% |
| Participant deferral / active EE | $3,068 | $3,175-3.4% | $5,081-39.6% | $3,470-11.6% |
| Admin fee / account holder | $506 | $5,589-90.9% | $13,411-96.2% | $4,887-89.6% |