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 | $48,359 | $75,962-36.3% | $154,111-68.6% | $64,173-24.6% |
| Participation rate | 89.5% | 70.4%+19.1pp | 83.0%+6.4pp | 69.6%+19.9pp |
| Annual return | -6.19% | 30.32%-36.5pp | 735.18%-741.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,938 | $3,350+17.5% | $5,298-25.7% | $2,381+65.4% |
| Participant deferral / active EE | $2,872 | $3,175-9.5% | $5,081-43.5% | $3,470-17.2% |
| Admin fee / account holder | $5,864 | $5,589+4.9% | $13,411-56.3% | $4,887+20.0% |