Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,625 | $82,674-64.2% | $125,363-76.4% | $68,495-56.7% |
| Participation rate | 95.1% | 75.0%+20.1pp | 82.4%+12.7pp | 67.9%+27.2pp |
| Annual return | -5.78% | -5.97%+0.2pp | 572.15%-577.9pp | -7.84%+2.1pp |
| Employer contribution / active EE | $9,323 | $3,382+175.7% | $4,815+93.6% | $2,596+259.1% |
| Participant deferral / active EE | $8,410 | $6,111+37.6% | $7,447+12.9% | $4,028+108.8% |
| Admin fee / account holder | $1,327 | $6,276-78.9% | $10,005-86.7% | $5,403-75.4% |