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 | $10,562 | $67,352-84.3% | $60,899-82.7% | $134,509-92.1% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.1%+16.9pp | 81.2%+8.8pp |
| Annual return | -16.05% | 49.99%-66.0pp | 16.92%-33.0pp | 418.13%-434.2pp |
| Employer contribution / active EE | $2,153 | $3,098-30.5% | $2,702-20.3% | $4,741-54.6% |
| Participant deferral / active EE | $3,291 | $4,539-27.5% | $3,817-13.8% | $6,400-48.6% |
| Admin fee / account holder | $3,054 | $4,585-33.4% | $3,225-5.3% | $11,427-73.3% |