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 | $31,705 | $73,839-57.1% | $143,788-77.9% | $68,495-53.7% |
| Participation rate | 96.3% | 66.7%+29.6pp | 80.3%+16.0pp | 67.9%+28.4pp |
| Annual return | -10.11% | 1.01%-11.1pp | -0.03%-10.1pp | -7.84%-2.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,044 | $3,384-39.6% | $5,638-63.7% | $4,028-49.3% |
| Admin fee / account holder | $2,042 | $5,755-64.5% | $14,675-86.1% | $5,403-62.2% |