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 | $57,245 | $97,020-41.0% | $83,327-31.3% | $135,380-57.7% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -4.28% | 12.31%-16.6pp | 10.64%-14.9pp | 519.81%-524.1pp |
| Employer contribution / active EE | $1,293 | $4,144-68.8% | $3,379-61.7% | $4,779-72.9% |
| Participant deferral / active EE | $2,709 | $5,964-54.6% | $5,565-51.3% | $5,609-51.7% |
| Admin fee / account holder | $18,359 | $8,426+117.9% | $7,540+143.5% | $10,828+69.6% |