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 | $31,320 | $100,792-68.9% | $86,691-63.9% | $134,509-76.7% |
| Participation rate | 94.1% | 78.9%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -17.72% | 29.08%-46.8pp | 35.94%-53.7pp | 418.13%-435.9pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $15,297 | $5,339+186.5% | $4,656+228.5% | $6,400+139.0% |
| Admin fee / account holder | $6,253 | $10,924-42.8% | $7,492-16.5% | $11,427-45.3% |