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 | $22,458 | $49,177-54.3% | $79,466-71.7% | $64,173-65.0% |
| Participation rate | 76.9% | 65.0%+11.9pp | 73.3%+3.6pp | 69.6%+7.4pp |
| Annual return | -6.42% | -1.16%-5.3pp | 718.28%-724.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,257 | $2,076-39.5% | $2,800-55.1% | $2,381-47.2% |
| Participant deferral / active EE | $5,338 | $2,821+89.2% | $3,704+44.1% | $3,470+53.8% |
| Admin fee / account holder | $1,025 | $3,839-73.3% | $5,104-79.9% | $4,887-79.0% |