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 | $33,028 | $54,355-39.2% | $82,744-60.1% | $68,486-51.8% |
| Participation rate | 76.1% | 63.9%+12.2pp | 72.6%+3.6pp | 67.9%+8.2pp |
| Annual return | -15.03% | -13.67%-1.4pp | 702.22%-717.3pp | -7.85%-7.2pp |
| Employer contribution / active EE | $489 | $2,219-78.0% | $3,008-83.8% | $2,597-81.2% |
| Participant deferral / active EE | $1,665 | $3,246-48.7% | $4,395-62.1% | $4,028-58.7% |
| Admin fee / account holder | $4,936 | $4,397+12.3% | $5,325-7.3% | $5,404-8.7% |