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 | $44,838 | $167,352-73.2% | $143,788-68.8% | $134,509-66.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -17.67% | 0.47%-18.1pp | -0.03%-17.6pp | 418.13%-435.8pp |
| Employer contribution / active EE | $1,158 | $5,620-79.4% | $4,952-76.6% | $4,741-75.6% |
| Participant deferral / active EE | $2,260 | $6,447-65.0% | $5,638-59.9% | $6,400-64.7% |
| Admin fee / account holder | $6,677 | $18,091-63.1% | $14,675-54.5% | $11,427-41.6% |