Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $70,196 | $167,504-58.1% | $151,628-53.7% | $134,509-47.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -17.90% | 7.81%-25.7pp | 3.34%-21.2pp | 418.13%-436.0pp |
| Employer contribution / active EE | $5,556 | $6,828-18.6% | $6,165-9.9% | $4,741+17.2% |
| Participant deferral / active EE | $7,504 | $8,985-16.5% | $8,363-10.3% | $6,400+17.2% |
| Admin fee / account holder | $511 | $13,779-96.3% | $11,613-95.6% | $11,427-95.5% |