Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,900 | $54,355-56.0% | $82,744-71.1% | $68,486-65.1% |
| Participation rate | 95.6% | 63.9%+31.6pp | 72.6%+23.0pp | 67.9%+27.7pp |
| Annual return | -11.55% | -13.67%+2.1pp | 702.22%-713.8pp | -7.85%-3.7pp |
| Employer contribution / active EE | $1,456 | $2,219-34.4% | $3,008-51.6% | $2,597-43.9% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,532 | $4,397+3.1% | $5,325-14.9% | $5,404-16.1% |