Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $50,253 | $59,116-15.0% | $86,438-41.9% | $68,486-26.6% |
| Participation rate | 96.0% | 75.2%+20.8pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -15.59% | -0.23%-15.4pp | 4397.19%-4412.8pp | -7.85%-7.7pp |
| Employer contribution / active EE | $5,927 | $2,519+135.3% | $3,769+57.2% | $2,597+128.3% |
| Participant deferral / active EE | $11,151 | $5,902+88.9% | $6,952+60.4% | $4,028+176.9% |
| Admin fee / account holder | $5,173 | $5,639-8.3% | $6,733-23.2% | $5,404-4.3% |