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 | $33,890 | $82,674-59.0% | $125,381-73.0% | $68,486-50.5% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -16.80% | -5.97%-10.8pp | 572.31%-589.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $2,212 | $3,382-34.6% | $4,815-54.1% | $2,597-14.8% |
| Participant deferral / active EE | $6,140 | $6,111+0.5% | $7,448-17.6% | $4,028+52.5% |
| Admin fee / account holder | $1,388 | $6,277-77.9% | $10,007-86.1% | $5,404-74.3% |