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 | $54,663 | $78,694-30.5% | $67,652-19.2% | $125,389-56.4% |
| Participation rate | 84.6% | 78.8%+5.8pp | 75.7%+8.9pp | 83.2%+1.4pp |
| Annual return | -2.08% | 9.46%-11.5pp | 6625.40%-6627.5pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,207 | $3,044-60.4% | $2,266-46.7% | $4,866-75.2% |
| Participant deferral / active EE | $3,029 | $4,292-29.4% | $3,560-14.9% | $5,352-43.4% |
| Admin fee / account holder | $9,271 | $7,403+25.2% | $4,821+92.3% | $9,541-2.8% |