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 | $55,751 | $95,975-41.9% | $74,552-25.2% | $135,382-58.8% |
| Participation rate | 94.4% | 75.7%+18.8pp | 69.1%+25.3pp | 82.6%+11.8pp |
| Annual return | -6.31% | 56.96%-63.3pp | 32.53%-38.8pp | 519.77%-526.1pp |
| Employer contribution / active EE | $881 | $2,716-67.6% | $1,961-55.1% | $4,779-81.6% |
| Participant deferral / active EE | $1,814 | $3,844-52.8% | $3,108-41.6% | $5,609-67.7% |
| Admin fee / account holder | $2,154 | $6,522-67.0% | $5,060-57.4% | $10,829-80.1% |