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 | $40,510 | $82,674-51.0% | $125,381-67.7% | $68,486-40.8% |
| Participation rate | 88.1% | 75.1%+13.0pp | 82.4%+5.7pp | 67.9%+20.2pp |
| Annual return | -14.92% | -5.97%-8.9pp | 572.31%-587.2pp | -7.85%-7.1pp |
| Employer contribution / active EE | $1,649 | $3,382-51.2% | $4,815-65.8% | $2,597-36.5% |
| Participant deferral / active EE | $3,097 | $6,111-49.3% | $7,448-58.4% | $4,028-23.1% |
| Admin fee / account holder | $383 | $6,277-93.9% | $10,007-96.2% | $5,404-92.9% |