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 | $33,962 | $54,370-37.5% | $82,763-59.0% | $68,490-50.4% |
| Participation rate | 96.9% | 63.9%+32.9pp | 72.6%+24.3pp | 67.9%+29.0pp |
| Annual return | -12.38% | -13.67%+1.3pp | 702.45%-714.8pp | -7.85%-4.5pp |
| Employer contribution / active EE | $4,975 | $2,219+124.2% | $3,008+65.4% | $2,597+91.6% |
| Participant deferral / active EE | $5,528 | $3,247+70.2% | $4,395+25.8% | $4,028+37.2% |
| Admin fee / account holder | $4,782 | $4,398+8.7% | $5,325-10.2% | $5,403-11.5% |