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 | $26,178 | $75,962-65.5% | $154,108-83.0% | $64,173-59.2% |
| Participation rate | 98.3% | 70.4%+27.9pp | 83.0%+15.3pp | 69.6%+28.8pp |
| Annual return | -7.90% | 30.32%-38.2pp | 735.21%-743.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,786 | $3,350-46.7% | $5,298-66.3% | $2,381-25.0% |
| Participant deferral / active EE | $1,981 | $3,175-37.6% | $5,081-61.0% | $3,470-42.9% |
| Admin fee / account holder | $419 | $5,589-92.5% | $13,411-96.9% | $4,887-91.4% |