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 | $46,177 | $92,219-49.9% | $76,767-39.8% | $135,380-65.9% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -4.02% | 5.46%-9.5pp | 2.43%-6.5pp | 519.81%-523.8pp |
| Employer contribution / active EE | $2,690 | $3,216-16.4% | $2,485+8.2% | $4,779-43.7% |
| Participant deferral / active EE | $6,057 | $4,508+34.4% | $3,852+57.3% | $5,609+8.0% |
| Admin fee / account holder | $1,732 | $10,749-83.9% | $6,675-74.1% | $10,828-84.0% |