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 | $66,358 | $54,353+22.1% | $82,726-19.8% | $68,498-3.1% |
| Participation rate | 86.0% | 63.9%+22.1pp | 72.6%+13.5pp | 67.9%+18.1pp |
| Annual return | -16.44% | -13.67%-2.8pp | 701.33%-717.8pp | -7.84%-8.6pp |
| Employer contribution / active EE | $538 | $2,218-75.8% | $3,009-82.1% | $2,596-79.3% |
| Participant deferral / active EE | $3,455 | $3,246+6.4% | $4,394-21.4% | $4,027-14.2% |
| Admin fee / account holder | $648 | $4,396-85.3% | $5,328-87.8% | $5,403-88.0% |