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 | $32,378 | $54,370-40.4% | $82,763-60.9% | $68,490-52.7% |
| Participation rate | 90.9% | 63.9%+27.0pp | 72.6%+18.3pp | 67.9%+23.0pp |
| Annual return | -15.68% | -13.67%-2.0pp | 702.45%-718.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,604 | $2,219-27.7% | $3,008-46.7% | $2,597-38.2% |
| Participant deferral / active EE | $2,171 | $3,247-33.1% | $4,395-50.6% | $4,028-46.1% |
| Admin fee / account holder | $1,547 | $4,398-64.8% | $5,325-70.9% | $5,403-71.4% |