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 | $17,781 | $49,177-63.8% | $79,467-77.6% | $64,173-72.3% |
| Participation rate | 76.0% | 65.0%+11.0pp | 73.3%+2.7pp | 69.6%+6.4pp |
| Annual return | -7.54% | -1.16%-6.4pp | 718.30%-725.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,067 | $2,821-62.2% | $3,704-71.2% | $3,470-69.2% |
| Admin fee / account holder | $2,581 | $3,839-32.8% | $5,104-49.4% | $4,887-47.2% |