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 | $52,145 | $82,678-36.9% | $125,391-58.4% | $68,490-23.9% |
| Participation rate | 95.9% | 75.1%+20.9pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | -14.44% | -5.97%-8.5pp | 572.41%-586.9pp | -7.85%-6.6pp |
| Employer contribution / active EE | $2,446 | $3,382-27.7% | $4,816-49.2% | $2,597-5.8% |
| Participant deferral / active EE | $2,860 | $6,111-53.2% | $7,448-61.6% | $4,028-29.0% |
| Admin fee / account holder | $4,460 | $6,277-29.0% | $10,009-55.4% | $5,403-17.5% |