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 | $25,783 | $106,549-75.8% | $91,225-71.7% | $134,509-80.8% |
| Participation rate | 90.9% | 76.8%+14.1pp | 73.2%+17.7pp | 81.2%+9.7pp |
| Annual return | -13.06% | 160.73%-173.8pp | 114.10%-127.2pp | 418.13%-431.2pp |
| Employer contribution / active EE | $1,866 | $3,331-44.0% | $2,851-34.5% | $4,741-60.6% |
| Participant deferral / active EE | $5,897 | $4,719+25.0% | $4,234+39.3% | $6,400-7.9% |
| Admin fee / account holder | $1,341 | $6,234-78.5% | $5,422-75.3% | $11,427-88.3% |