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 | $45,820 | $82,674-44.6% | $125,381-63.5% | $68,486-33.1% |
| Participation rate | 72.3% | 75.1%-2.7pp | 82.4%-10.0pp | 67.9%+4.4pp |
| Annual return | -12.46% | -5.97%-6.5pp | 572.31%-584.8pp | -7.85%-4.6pp |
| Employer contribution / active EE | $2,012 | $3,382-40.5% | $4,815-58.2% | $2,597-22.5% |
| Participant deferral / active EE | $4,406 | $6,111-27.9% | $7,448-40.8% | $4,028+9.4% |
| Admin fee / account holder | $5,073 | $6,277-19.2% | $10,007-49.3% | $5,404-6.1% |