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 | $38,188 | $57,352-33.4% | $83,830-54.4% | $64,173-40.5% |
| Participation rate | 89.5% | 68.6%+20.9pp | 76.1%+13.3pp | 69.6%+19.9pp |
| Annual return | -8.43% | 11.38%-19.8pp | 850.97%-859.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,205 | $2,546-13.4% | $3,631-39.3% | $2,381-7.4% |
| Participant deferral / active EE | $4,446 | $2,993+48.6% | $4,082+8.9% | $3,470+28.1% |
| Admin fee / account holder | $1,744 | $4,046-56.9% | $5,479-68.2% | $4,887-64.3% |