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 | $21,464 | $152,542-85.9% | $117,498-81.7% | $134,509-84.0% |
| Participation rate | 95.8% | 77.1%+18.7pp | 70.6%+25.2pp | 81.2%+14.6pp |
| Annual return | -17.71% | 53.02%-70.7pp | 29.75%-47.5pp | 418.13%-435.8pp |
| Employer contribution / active EE | $2,586 | $5,574-53.6% | $4,178-38.1% | $4,741-45.5% |
| Participant deferral / active EE | $3,839 | $4,819-20.4% | $4,071-5.7% | $6,400-40.0% |
| Admin fee / account holder | $5,139 | $7,006-26.6% | $5,646-9.0% | $11,427-55.0% |