Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,762 | $92,219-54.7% | $76,767-45.6% | $135,380-69.2% |
| Participation rate | 94.7% | 79.8%+15.0pp | 77.0%+17.8pp | 82.6%+12.1pp |
| Annual return | -4.65% | 5.46%-10.1pp | 2.43%-7.1pp | 519.81%-524.5pp |
| Employer contribution / active EE | $1,038 | $3,216-67.7% | $2,485-58.2% | $4,779-78.3% |
| Participant deferral / active EE | $3,301 | $4,508-26.8% | $3,852-14.3% | $5,609-41.1% |
| Admin fee / account holder | $1,138 | $10,749-89.4% | $6,675-83.0% | $10,828-89.5% |