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 | $57,979 | $95,188-39.1% | $76,518-24.2% | $135,380-57.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -3.59% | 4.85%-8.4pp | -0.27%-3.3pp | 519.81%-523.4pp |
| Employer contribution / active EE | $1,805 | $3,303-45.4% | $2,647-31.8% | $4,779-62.2% |
| Participant deferral / active EE | $4,544 | $4,640-2.1% | $3,836+18.5% | $5,609-19.0% |
| Admin fee / account holder | $9,646 | $6,249+54.4% | $4,849+99.0% | $10,828-10.9% |