Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $26,088 | $54,370-52.0% | $82,763-68.5% | $68,490-61.9% |
| Participation rate | 92.7% | 63.9%+28.8pp | 72.6%+20.1pp | 67.9%+24.8pp |
| Annual return | -17.10% | -13.67%-3.4pp | 702.45%-719.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,503 | $3,247+7.9% | $4,395-20.3% | $4,028-13.0% |
| Admin fee / account holder | $1,631 | $4,398-62.9% | $5,325-69.4% | $5,403-69.8% |