Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $65,862 | $105,861-37.8% | $90,756-27.4% | $134,509-51.0% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -20.17% | -10.99%-9.2pp | -12.16%-8.0pp | 418.13%-438.3pp |
| Employer contribution / active EE | $3,316 | $3,463-4.3% | $2,922+13.5% | $4,741-30.1% |
| Participant deferral / active EE | $13,982 | $5,217+168.0% | $4,565+206.3% | $6,400+118.5% |
| Admin fee / account holder | $463 | $13,938-96.7% | $8,445-94.5% | $11,427-95.9% |