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 | $26,754 | $82,674-67.6% | $125,381-78.7% | $68,486-60.9% |
| Participation rate | 86.8% | 75.1%+11.8pp | 82.4%+4.5pp | 67.9%+18.9pp |
| Annual return | -18.97% | -5.97%-13.0pp | 572.31%-591.3pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,905 | $3,382-43.7% | $4,815-60.4% | $2,597-26.7% |
| Participant deferral / active EE | $2,969 | $6,111-51.4% | $7,448-60.1% | $4,028-26.3% |
| Admin fee / account holder | $478 | $6,277-92.4% | $10,007-95.2% | $5,404-91.2% |