Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,496 | $82,678-65.5% | $125,391-77.3% | $68,490-58.4% |
| Participation rate | 96.4% | 75.1%+21.4pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -19.00% | -5.97%-13.0pp | 572.41%-591.4pp | -7.85%-11.1pp |
| Employer contribution / active EE | $2,658 | $3,382-21.4% | $4,816-44.8% | $2,597+2.4% |
| Participant deferral / active EE | $5,062 | $6,111-17.2% | $7,448-32.0% | $4,028+25.7% |
| Admin fee / account holder | $560 | $6,277-91.1% | $10,009-94.4% | $5,403-89.6% |