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 | $17,910 | $75,962-76.4% | $154,111-88.4% | $64,173-72.1% |
| Participation rate | 93.3% | 70.4%+22.9pp | 83.0%+10.3pp | 69.6%+23.8pp |
| Annual return | -6.27% | 30.32%-36.6pp | 735.18%-741.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,460 | $3,350-56.4% | $5,298-72.5% | $2,381-38.7% |
| Participant deferral / active EE | $2,932 | $3,175-7.7% | $5,081-42.3% | $3,470-15.5% |
| Admin fee / account holder | $2,665 | $5,589-52.3% | $13,411-80.1% | $4,887-45.5% |