Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $24,883 | $133,998-81.4% | $112,263-77.8% | $134,545-81.5% |
| Participation rate | 73.3% | 78.6%-5.2pp | 75.1%-1.7pp | 81.2%-7.9pp |
| Annual return | -5.21% | 47.17%-52.4pp | 27.49%-32.7pp | 418.37%-423.6pp |
| Employer contribution / active EE | $1,863 | $4,040-53.9% | $3,636-48.8% | $4,742-60.7% |
| Participant deferral / active EE | $4,187 | $5,292-20.9% | $4,729-11.5% | $6,401-34.6% |
| Admin fee / account holder | $792 | $7,493-89.4% | $6,410-87.6% | $11,431-93.1% |