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 | $25,047 | $68,996-63.7% | $159,991-84.3% | $68,495-63.4% |
| Participation rate | 87.2% | 65.4%+21.8pp | 78.0%+9.2pp | 67.9%+19.3pp |
| Annual return | -17.52% | -9.65%-7.9pp | 408.82%-426.3pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,970 | $2,212-10.9% | $4,225-53.4% | $2,596-24.1% |
| Participant deferral / active EE | $2,321 | $4,211-44.9% | $6,183-62.5% | $4,028-42.4% |
| Admin fee / account holder | $1,624 | $4,797-66.1% | $8,715-81.4% | $5,403-69.9% |