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 | $62,687 | $75,962-17.5% | $154,108-59.3% | $64,173-2.3% |
| Participation rate | 93.8% | 70.4%+23.3pp | 83.0%+10.7pp | 69.6%+24.2pp |
| Annual return | -0.96% | 30.32%-31.3pp | 735.21%-736.2pp | 7.63%-8.6pp |
| Employer contribution / active EE | $1,348 | $3,350-59.8% | $5,298-74.5% | $2,381-43.4% |
| Participant deferral / active EE | $3,955 | $3,175+24.6% | $5,081-22.2% | $3,470+14.0% |
| Admin fee / account holder | $7,335 | $5,589+31.2% | $13,411-45.3% | $4,887+50.1% |