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 | $30,392 | $49,177-38.2% | $79,467-61.8% | $64,173-52.6% |
| Participation rate | 80.6% | 65.0%+15.6pp | 73.3%+7.3pp | 69.6%+11.1pp |
| Annual return | -6.05% | -1.16%-4.9pp | 718.30%-724.4pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,873 | $2,076-9.8% | $2,800-33.1% | $2,381-21.3% |
| Participant deferral / active EE | $5,346 | $2,821+89.5% | $3,704+44.3% | $3,470+54.1% |
| Admin fee / account holder | $685 | $3,839-82.2% | $5,104-86.6% | $4,887-86.0% |