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 | $51,599 | $97,027-46.8% | $83,323-38.1% | $135,382-61.9% |
| Participation rate | 71.4% | 80.4%-9.0pp | 77.8%-6.3pp | 82.6%-11.2pp |
| Annual return | -8.01% | 12.31%-20.3pp | 10.63%-18.6pp | 519.77%-527.8pp |
| Employer contribution / active EE | $4,916 | $4,143+18.6% | $3,379+45.5% | $4,779+2.9% |
| Participant deferral / active EE | $10,971 | $5,964+83.9% | $5,565+97.1% | $5,609+95.6% |
| Admin fee / account holder | $6,045 | $8,427-28.3% | $7,539-19.8% | $10,829-44.2% |