Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $48,869 | $49,177-0.6% | $79,466-38.5% | $64,173-23.8% |
| Participation rate | 75.8% | 65.0%+10.7pp | 73.3%+2.4pp | 69.6%+6.2pp |
| Annual return | -4.52% | -1.16%-3.4pp | 718.28%-722.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,096 | $2,076+49.1% | $2,800+10.5% | $2,381+30.0% |
| Participant deferral / active EE | $6,112 | $2,821+116.6% | $3,704+65.0% | $3,470+76.2% |
| Admin fee / account holder | $11,480 | $3,839+199.0% | $5,104+124.9% | $4,887+134.9% |