Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,347 | $82,674-69.3% | $125,381-79.8% | $68,486-63.0% |
| Participation rate | 70.5% | 75.1%-4.6pp | 82.4%-11.9pp | 67.9%+2.6pp |
| Annual return | -16.18% | -5.97%-10.2pp | 572.31%-588.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,548 | $3,382-54.2% | $4,815-67.9% | $2,597-40.4% |
| Participant deferral / active EE | $5,820 | $6,111-4.8% | $7,448-21.9% | $4,028+44.5% |
| Admin fee / account holder | $2,844 | $6,277-54.7% | $10,007-71.6% | $5,404-47.4% |