Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $46,922 | $82,314-43.0% | $68,808-31.8% | $134,532-65.1% |
| Participation rate | 89.5% | 75.1%+14.4pp | 69.0%+20.5pp | 81.2%+8.2pp |
| Annual return | -14.98% | -2.18%-12.8pp | -6.37%-8.6pp | 418.27%-433.2pp |
| Employer contribution / active EE | $14,590 | $3,301+341.9% | $2,656+449.3% | $4,741+207.7% |
| Participant deferral / active EE | $3,266 | $4,740-31.1% | $3,942-17.2% | $6,401-49.0% |
| Admin fee / account holder | $1,090 | $6,484-83.2% | $4,936-77.9% | $11,429-90.5% |