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 | $51,467 | $75,959-32.2% | $154,114-66.6% | $64,181-19.8% |
| Participation rate | 89.8% | 70.4%+19.4pp | 83.0%+6.8pp | 69.6%+20.3pp |
| Annual return | -2.71% | 30.32%-33.0pp | 735.16%-737.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,175 | $3,350-64.9% | $5,298-77.8% | $2,381-50.6% |
| Participant deferral / active EE | $2,706 | $3,175-14.8% | $5,081-46.7% | $3,470-22.0% |
| Admin fee / account holder | $6,115 | $5,589+9.4% | $13,411-54.4% | $4,887+25.1% |