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 | $47,701 | $82,678-42.3% | $125,391-62.0% | $68,490-30.4% |
| Participation rate | 81.6% | 75.1%+6.6pp | 82.4%-0.8pp | 67.9%+13.7pp |
| Annual return | -18.89% | -5.97%-12.9pp | 572.41%-591.3pp | -7.85%-11.0pp |
| Employer contribution / active EE | $2,701 | $3,382-20.1% | $4,816-43.9% | $2,597+4.0% |
| Participant deferral / active EE | $5,768 | $6,111-5.6% | $7,448-22.6% | $4,028+43.2% |
| Admin fee / account holder | $1,628 | $6,277-74.1% | $10,009-83.7% | $5,403-69.9% |