Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,280 | $54,370-75.6% | $82,763-84.0% | $68,490-80.6% |
| Participation rate | 97.4% | 63.9%+33.4pp | 72.6%+24.8pp | 67.9%+29.5pp |
| Annual return | -13.70% | -13.67%0pp | 702.45%-716.1pp | -7.85%-5.8pp |
| Employer contribution / active EE | $837 | $2,219-62.3% | $3,008-72.2% | $2,597-67.8% |
| Participant deferral / active EE | $4,105 | $3,247+26.4% | $4,395-6.6% | $4,028+1.9% |
| Admin fee / account holder | $1,980 | $4,398-55.0% | $5,325-62.8% | $5,403-63.4% |