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 | $24,720 | $69,541-64.5% | $59,899-58.7% | $135,380-81.7% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.7%+15.3pp | 82.6%+7.4pp |
| Annual return | -2.67% | 7.95%-10.6pp | 3.46%-6.1pp | 519.81%-522.5pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,346 | $4,206-68.0% | $3,402-60.5% | $5,609-76.0% |
| Admin fee / account holder | $4,529 | $5,737-21.1% | $3,592+26.1% | $10,828-58.2% |