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 | $24,907 | $57,352-56.6% | $83,831-70.3% | $64,173-61.2% |
| Participation rate | 96.6% | 68.6%+27.9pp | 76.1%+20.4pp | 69.6%+27.0pp |
| Annual return | -8.31% | 11.38%-19.7pp | 850.99%-859.3pp | 7.63%-15.9pp |
| Employer contribution / active EE | $4,154 | $2,546+63.2% | $3,631+14.4% | $2,381+74.5% |
| Participant deferral / active EE | $3,546 | $2,993+18.5% | $4,082-13.1% | $3,470+2.2% |
| Admin fee / account holder | $1,049 | $4,046-74.1% | $5,479-80.9% | $4,887-78.5% |