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 | $28,995 | $54,357-46.7% | $82,706-64.9% | $68,495-57.7% |
| Participation rate | 83.1% | 63.9%+19.2pp | 72.6%+10.5pp | 67.9%+15.2pp |
| Annual return | -17.37% | -13.67%-3.7pp | 701.76%-719.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,411 | $2,218+8.7% | $3,007-19.8% | $2,596-7.1% |
| Participant deferral / active EE | $3,592 | $3,246+10.7% | $4,394-18.2% | $4,028-10.8% |
| Admin fee / account holder | $2,914 | $4,396-33.7% | $5,329-45.3% | $5,403-46.1% |