Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,884 | $133,981-88.1% | $112,249-85.8% | $134,532-88.2% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -20.02% | 47.16%-67.2pp | 27.48%-47.5pp | 418.27%-438.3pp |
| Employer contribution / active EE | $1,263 | $4,040-68.7% | $3,636-65.3% | $4,741-73.4% |
| Participant deferral / active EE | $3,387 | $5,292-36.0% | $4,729-28.4% | $6,401-47.1% |
| Admin fee / account holder | $302 | $7,492-96.0% | $6,412-95.3% | $11,429-97.4% |