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 | $35,820 | $82,674-56.7% | $125,381-71.4% | $68,486-47.7% |
| Participation rate | 88.1% | 75.1%+13.0pp | 82.4%+5.7pp | 67.9%+20.2pp |
| Annual return | -16.86% | -5.97%-10.9pp | 572.31%-589.2pp | -7.85%-9.0pp |
| Employer contribution / active EE | $2,604 | $3,382-23.0% | $4,815-45.9% | $2,597+0.3% |
| Participant deferral / active EE | $5,915 | $6,111-3.2% | $7,448-20.6% | $4,028+46.9% |
| Admin fee / account holder | $947 | $6,277-84.9% | $10,007-90.5% | $5,404-82.5% |