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 | $55,792 | $100,811-44.7% | $86,698-35.6% | $134,545-58.5% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -13.47% | 29.11%-42.6pp | 35.96%-49.4pp | 418.37%-431.8pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,549 | $5,339+60.1% | $4,656+83.6% | $6,401+33.5% |
| Admin fee / account holder | $3,125 | $10,926-71.4% | $7,492-58.3% | $11,431-72.7% |