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 | $130,338 | $27,639+371.6% | $61,501+111.9% | $68,490+90.3% |
| Participation rate | 87.5% | 39.5%+48.0pp | 52.6%+34.9pp | 67.9%+19.6pp |
| Annual return | -15.72% | -13.19%-2.5pp | 339.04%-354.8pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,216 | $696+74.8% | $1,160+4.9% | $2,597-53.2% |
| Participant deferral / active EE | $3,012 | $1,264+138.4% | $2,125+41.8% | $4,028-25.2% |
| Admin fee / account holder | $925 | $2,012-54.0% | $2,132-56.6% | $5,403-82.9% |