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 | $12,268 | $54,357-77.4% | $82,706-85.2% | $68,495-82.1% |
| Participation rate | 89.4% | 63.9%+25.4pp | 72.6%+16.8pp | 67.9%+21.5pp |
| Annual return | -19.20% | -13.67%-5.5pp | 701.76%-721.0pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,732 | $2,218-21.9% | $3,007-42.4% | $2,596-33.3% |
| Participant deferral / active EE | $3,142 | $3,246-3.2% | $4,394-28.5% | $4,028-22.0% |
| Admin fee / account holder | $2,467 | $4,396-43.9% | $5,329-53.7% | $5,403-54.3% |