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 | $24,838 | $97,729-74.6% | $83,830-70.4% | $135,379-81.7% |
| Participation rate | 81.3% | 80.0%+1.3pp | 76.1%+5.1pp | 82.6%-1.4pp |
| Annual return | -7.74% | 1287.52%-1295.3pp | 850.97%-858.7pp | 519.79%-527.5pp |
| Employer contribution / active EE | $1,229 | $4,222-70.9% | $3,631-66.2% | $4,779-74.3% |
| Participant deferral / active EE | $3,410 | $4,683-27.2% | $4,082-16.5% | $5,609-39.2% |
| Admin fee / account holder | $555 | $6,674-91.7% | $5,479-89.9% | $10,828-94.9% |