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 | $57,021 | $92,743-38.5% | $82,744-31.1% | $134,532-57.6% |
| Participation rate | 76.5% | 75.2%+1.3pp | 72.6%+3.9pp | 81.2%-4.8pp |
| Annual return | -18.59% | 946.63%-965.2pp | 702.22%-720.8pp | 418.27%-436.9pp |
| Employer contribution / active EE | $866 | $3,273-73.5% | $3,008-71.2% | $4,741-81.7% |
| Participant deferral / active EE | $5,657 | $4,802+17.8% | $4,395+28.7% | $6,401-11.6% |
| Admin fee / account holder | $4,610 | $5,977-22.9% | $5,325-13.4% | $11,429-59.7% |