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 | $34,559 | $95,915-64.0% | $79,580-56.6% | $134,532-74.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.23% | -2.71%-11.5pp | 0.15%-14.4pp | 418.27%-432.5pp |
| Employer contribution / active EE | $1,672 | $3,129-46.6% | $2,413-30.7% | $4,741-64.7% |
| Participant deferral / active EE | $1,867 | $4,693-60.2% | $3,985-53.2% | $6,401-70.8% |
| Admin fee / account holder | $7,355 | $9,132-19.5% | $6,835+7.6% | $11,429-35.6% |