Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,900 | $54,355-76.3% | $82,744-84.4% | $68,486-81.2% |
| Participation rate | 98.2% | 63.9%+34.3pp | 72.6%+25.7pp | 67.9%+30.4pp |
| Annual return | -17.35% | -13.67%-3.7pp | 702.22%-719.6pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,697 | $2,219-23.5% | $3,008-43.6% | $2,597-34.7% |
| Participant deferral / active EE | $2,902 | $3,246-10.6% | $4,395-34.0% | $4,028-28.0% |
| Admin fee / account holder | $1,660 | $4,397-62.3% | $5,325-68.8% | $5,404-69.3% |