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 | $34,686 | $54,370-36.2% | $82,763-58.1% | $68,490-49.4% |
| Participation rate | 79.2% | 63.9%+15.3pp | 72.6%+6.7pp | 67.9%+11.3pp |
| Annual return | -14.08% | -13.67%-0.4pp | 702.45%-716.5pp | -7.85%-6.2pp |
| Employer contribution / active EE | $2,629 | $2,219+18.5% | $3,008-12.6% | $2,597+1.2% |
| Participant deferral / active EE | $6,728 | $3,247+107.2% | $4,395+53.1% | $4,028+67.0% |
| Admin fee / account holder | $6,313 | $4,398+43.5% | $5,325+18.6% | $5,403+16.8% |