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 | $21,021 | $95,979-78.1% | $74,551-71.8% | $135,380-84.5% |
| Participation rate | 84.6% | 75.7%+9.0pp | 69.1%+15.5pp | 82.6%+2.0pp |
| Annual return | -8.15% | 56.97%-65.1pp | 32.53%-40.7pp | 519.81%-528.0pp |
| Employer contribution / active EE | $1,949 | $2,716-28.2% | $1,961-0.6% | $4,779-59.2% |
| Participant deferral / active EE | $4,736 | $3,844+23.2% | $3,108+52.4% | $5,609-15.6% |
| Admin fee / account holder | $1,027 | $6,522-84.2% | $5,059-79.7% | $10,828-90.5% |