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 | $51,827 | $57,352-9.6% | $83,831-38.2% | $64,173-19.2% |
| Participation rate | 97.4% | 68.6%+28.8pp | 76.1%+21.3pp | 69.6%+27.9pp |
| Annual return | -2.53% | 11.38%-13.9pp | 850.99%-853.5pp | 7.63%-10.2pp |
| Employer contribution / active EE | $4,606 | $2,546+80.9% | $3,631+26.8% | $2,381+93.4% |
| Participant deferral / active EE | $2,106 | $2,993-29.7% | $4,082-48.4% | $3,470-39.3% |
| Admin fee / account holder | $16,296 | $4,046+302.7% | $5,479+197.4% | $4,887+233.4% |