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 | $49,607 | $93,124-46.7% | $77,100-35.7% | $134,545-63.1% |
| Participation rate | 73.7% | 74.5%-0.8pp | 67.9%+5.8pp | 81.2%-7.5pp |
| Annual return | -18.13% | 62.68%-80.8pp | 42.35%-60.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $2,190 | $3,421-36.0% | $2,815-22.2% | $4,742-53.8% |
| Participant deferral / active EE | $3,744 | $5,242-28.6% | $4,430-15.5% | $6,401-41.5% |
| Admin fee / account holder | $1,838 | $6,970-73.6% | $5,443-66.2% | $11,431-83.9% |