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 | $70,313 | $45,566+54.3% | $64,105+9.7% | $59,633+17.9% |
| Participation rate | 85.0% | 60.2%+24.8pp | 68.2%+16.8pp | 68.7%+16.3pp |
| Annual return | -0.81% | 4.95%-5.8pp | 791.24%-792.1pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $557 | $934-40.4% | $1,820-69.4% | $2,203-74.7% |
| Participant deferral / active EE | $2,789 | $2,057+35.6% | $2,822-1.2% | $3,192-12.6% |
| Admin fee / account holder | $14,572 | $3,268+346.0% | $4,499+223.9% | $4,297+239.1% |