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 | $60,291 | $75,962-20.6% | $154,108-60.9% | $64,173-6.0% |
| Participation rate | 77.8% | 70.4%+7.4pp | 83.0%-5.3pp | 69.6%+8.2pp |
| Annual return | -6.43% | 30.32%-36.8pp | 735.21%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,874 | $3,350-44.1% | $5,298-64.6% | $2,381-21.3% |
| Participant deferral / active EE | $3,347 | $3,175+5.4% | $5,081-34.1% | $3,470-3.5% |
| Admin fee / account holder | $4,104 | $5,589-26.6% | $13,411-69.4% | $4,887-16.0% |