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 | $28,937 | $75,962-61.9% | $154,108-81.2% | $64,173-54.9% |
| Participation rate | 93.8% | 70.4%+23.3pp | 83.0%+10.7pp | 69.6%+24.2pp |
| Annual return | -6.48% | 30.32%-36.8pp | 735.21%-741.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,062 | $3,350-38.4% | $5,298-61.1% | $2,381-13.4% |
| Participant deferral / active EE | $3,886 | $3,175+22.4% | $5,081-23.5% | $3,470+12.0% |
| Admin fee / account holder | $1,193 | $5,589-78.7% | $13,411-91.1% | $4,887-75.6% |