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 | $18,798 | $190,916-90.2% | $160,037-88.3% | $134,545-86.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -16.31% | 552.79%-569.1pp | 408.95%-425.3pp | 418.37%-434.7pp |
| Employer contribution / active EE | $1,332 | $4,996-73.3% | $4,226-68.5% | $4,742-71.9% |
| Participant deferral / active EE | $3,419 | $6,925-50.6% | $6,184-44.7% | $6,401-46.6% |
| Admin fee / account holder | $2,672 | $10,497-74.5% | $8,716-69.3% | $11,431-76.6% |