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 | $27,998 | $142,392-80.3% | $119,622-76.6% | $134,532-79.2% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -8.34% | -12.46%+4.1pp | -14.98%+6.6pp | 418.27%-426.6pp |
| Employer contribution / active EE | $1,908 | $5,224-63.5% | $4,232-54.9% | $4,741-59.8% |
| Participant deferral / active EE | $4,134 | $6,467-36.1% | $5,601-26.2% | $6,401-35.4% |
| Admin fee / account holder | $8,516 | $13,593-37.3% | $10,328-17.5% | $11,429-25.5% |