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 | $39,087 | $82,678-52.7% | $125,391-68.8% | $68,490-42.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -15.46% | -5.97%-9.5pp | 572.41%-587.9pp | -7.85%-7.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,345 | $6,111+36.5% | $7,448+12.0% | $4,028+107.2% |
| Admin fee / account holder | $422 | $6,277-93.3% | $10,009-95.8% | $5,403-92.2% |