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 | $22,664 | $100,805-77.5% | $86,698-73.9% | $134,532-83.2% |
| Participation rate | 92.3% | 79.0%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -18.00% | 29.09%-47.1pp | 35.95%-54.0pp | 418.27%-436.3pp |
| Employer contribution / active EE | $1,268 | $3,490-63.7% | $2,837-55.3% | $4,741-73.3% |
| Participant deferral / active EE | $2,660 | $5,339-50.2% | $4,656-42.9% | $6,401-58.4% |
| Admin fee / account holder | $869 | $10,925-92.0% | $7,493-88.4% | $11,429-92.4% |