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 | $16,878 | $54,357-69.0% | $82,706-79.6% | $68,495-75.4% |
| Participation rate | 94.7% | 63.9%+30.8pp | 72.6%+22.2pp | 67.9%+26.8pp |
| Annual return | -12.41% | -13.67%+1.3pp | 701.76%-714.2pp | -7.84%-4.6pp |
| Employer contribution / active EE | $1,954 | $2,218-11.9% | $3,007-35.0% | $2,596-24.7% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,055 | $4,396-30.5% | $5,329-42.7% | $5,403-43.5% |