Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $42,622 | $82,674-48.4% | $125,381-66.0% | $68,486-37.8% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -16.09% | -5.97%-10.1pp | 572.31%-588.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $9,776 | $3,382+189.1% | $4,815+103.0% | $2,597+276.5% |
| Participant deferral / active EE | $10,777 | $6,111+76.4% | $7,448+44.7% | $4,028+167.6% |
| Admin fee / account holder | $1,846 | $6,277-70.6% | $10,007-81.6% | $5,404-65.8% |