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 | $37,887 | $99,644-62.0% | $86,438-56.2% | $134,532-71.8% |
| Participation rate | 91.7% | 82.1%+9.6pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -15.42% | 6787.26%-6802.7pp | 4397.19%-4412.6pp | 418.27%-433.7pp |
| Employer contribution / active EE | $1,097 | $4,402-75.1% | $3,769-70.9% | $4,741-76.9% |
| Participant deferral / active EE | $12,727 | $7,247+75.6% | $6,952+83.1% | $6,401+98.8% |
| Admin fee / account holder | $1,470 | $8,375-82.4% | $6,733-78.2% | $11,429-87.1% |