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 | $70,160 | $100,805-30.4% | $86,698-19.1% | $134,532-47.8% |
| Participation rate | 78.9% | 79.0%0pp | 76.6%+2.4pp | 81.2%-2.3pp |
| Annual return | -19.29% | 29.09%-48.4pp | 35.95%-55.2pp | 418.27%-437.6pp |
| Employer contribution / active EE | $1,735 | $3,490-50.3% | $2,837-38.8% | $4,741-63.4% |
| Participant deferral / active EE | $2,887 | $5,339-45.9% | $4,656-38.0% | $6,401-54.9% |
| Admin fee / account holder | $413 | $10,925-96.2% | $7,493-94.5% | $11,429-96.4% |