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 | $25,511 | $82,674-69.1% | $125,381-79.7% | $68,486-62.8% |
| Participation rate | 97.1% | 75.1%+22.1pp | 82.4%+14.8pp | 67.9%+29.2pp |
| Annual return | -15.12% | -5.97%-9.1pp | 572.31%-587.4pp | -7.85%-7.3pp |
| Employer contribution / active EE | $2,612 | $3,382-22.8% | $4,815-45.8% | $2,597+0.6% |
| Participant deferral / active EE | $6,417 | $6,111+5.0% | $7,448-13.8% | $4,028+59.3% |
| Admin fee / account holder | $8,656 | $6,277+37.9% | $10,007-13.5% | $5,404+60.2% |