Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,374 | $82,678-50.0% | $125,391-67.0% | $68,490-39.6% |
| Participation rate | 85.1% | 75.1%+10.0pp | 82.4%+2.7pp | 67.9%+17.2pp |
| Annual return | -14.57% | -5.97%-8.6pp | 572.41%-587.0pp | -7.85%-6.7pp |
| Employer contribution / active EE | $2,748 | $3,382-18.7% | $4,816-42.9% | $2,597+5.8% |
| Participant deferral / active EE | $5,693 | $6,111-6.8% | $7,448-23.6% | $4,028+41.3% |
| Admin fee / account holder | $1,075 | $6,277-82.9% | $10,009-89.3% | $5,403-80.1% |