Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,027 | $133,998-81.3% | $112,263-77.7% | $134,545-81.4% |
| Participation rate | 87.0% | 78.6%+8.4pp | 75.1%+11.9pp | 81.2%+5.7pp |
| Annual return | -11.00% | 47.17%-58.2pp | 27.49%-38.5pp | 418.37%-429.4pp |
| Employer contribution / active EE | $2,154 | $4,040-46.7% | $3,636-40.7% | $4,742-54.6% |
| Participant deferral / active EE | $4,722 | $5,292-10.8% | $4,729-0.2% | $6,401-26.2% |
| Admin fee / account holder | $3,075 | $7,493-59.0% | $6,410-52.0% | $11,431-73.1% |