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 | $71,428 | $49,177+45.2% | $79,466-10.1% | $64,173+11.3% |
| Participation rate | 94.1% | 65.0%+29.1pp | 73.3%+20.8pp | 69.6%+24.5pp |
| Annual return | -5.07% | -1.16%-3.9pp | 718.28%-723.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,687 | $2,076-18.8% | $2,800-39.8% | $2,381-29.1% |
| Participant deferral / active EE | $3,770 | $2,821+33.6% | $3,704+1.8% | $3,470+8.7% |
| Admin fee / account holder | $664 | $3,839-82.7% | $5,104-87.0% | $4,887-86.4% |