Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,775 | $82,678-68.8% | $125,391-79.4% | $68,490-62.4% |
| Participation rate | 95.3% | 75.1%+20.3pp | 82.4%+13.0pp | 67.9%+27.5pp |
| Annual return | -19.31% | -5.97%-13.3pp | 572.41%-591.7pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,373 | $3,382-29.8% | $4,816-50.7% | $2,597-8.6% |
| Participant deferral / active EE | $5,377 | $6,111-12.0% | $7,448-27.8% | $4,028+33.5% |
| Admin fee / account holder | $699 | $6,277-88.9% | $10,009-93.0% | $5,403-87.1% |