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 | $11,878 | $54,370-78.2% | $82,763-85.6% | $68,490-82.7% |
| Participation rate | 79.3% | 63.9%+15.4pp | 72.6%+6.7pp | 67.9%+11.4pp |
| Annual return | -19.41% | -13.67%-5.7pp | 702.45%-721.9pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,375 | $2,219-38.0% | $3,008-54.3% | $2,597-47.0% |
| Participant deferral / active EE | $2,195 | $3,247-32.4% | $4,395-50.1% | $4,028-45.5% |
| Admin fee / account holder | $1,051 | $4,398-76.1% | $5,325-80.3% | $5,403-80.5% |