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 | $47,213 | $57,352-17.7% | $83,831-43.7% | $64,173-26.4% |
| Participation rate | 97.0% | 68.6%+28.4pp | 76.1%+20.8pp | 69.6%+27.4pp |
| Annual return | -8.22% | 11.38%-19.6pp | 850.99%-859.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $4,935 | $2,546+93.9% | $3,631+35.9% | $2,381+107.3% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,239 | $4,046+4.8% | $5,479-22.6% | $4,887-13.3% |