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 | $26,814 | $75,962-64.7% | $154,111-82.6% | $64,173-58.2% |
| Participation rate | 83.3% | 70.4%+12.9pp | 83.0%+0.3pp | 69.6%+13.8pp |
| Annual return | -6.67% | 30.32%-37.0pp | 735.18%-741.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,530 | $3,350-24.5% | $5,298-52.3% | $2,381+6.2% |
| Participant deferral / active EE | $7,096 | $3,175+123.5% | $5,081+39.7% | $3,470+104.5% |
| Admin fee / account holder | $6,446 | $5,589+15.3% | $13,411-51.9% | $4,887+31.9% |