Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,746 | $73,848-67.8% | $143,799-83.5% | $68,486-65.3% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -15.53% | 0.91%-16.4pp | -0.04%-15.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $2,512 | $3,184-21.1% | $4,952-49.3% | $2,597-3.3% |
| Participant deferral / active EE | $5,114 | $3,385+51.1% | $5,638-9.3% | $4,028+27.0% |
| Admin fee / account holder | $1,848 | $5,755-67.9% | $14,677-87.4% | $5,404-65.8% |