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 | $63,939 | $75,962-15.8% | $154,108-58.5% | $64,173-0.4% |
| Participation rate | 92.0% | 70.4%+21.6pp | 83.0%+9.0pp | 69.6%+22.4pp |
| Annual return | -5.03% | 30.32%-35.4pp | 735.21%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,426 | $3,350-57.4% | $5,298-73.1% | $2,381-40.1% |
| Participant deferral / active EE | $3,646 | $3,175+14.8% | $5,081-28.2% | $3,470+5.1% |
| Admin fee / account holder | $2,211 | $5,589-60.4% | $13,411-83.5% | $4,887-54.8% |