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 | $50,600 | $158,852-68.1% | $121,220-58.3% | $135,379-62.6% |
| Participation rate | 95.7% | 79.3%+16.3pp | 71.8%+23.9pp | 82.6%+13.0pp |
| Annual return | -4.54% | -0.64%-3.9pp | 16.94%-21.5pp | 519.79%-524.3pp |
| Employer contribution / active EE | $1,088 | $5,666-80.8% | $4,023-73.0% | $4,779-77.2% |
| Participant deferral / active EE | $2,125 | $4,006-46.9% | $3,345-36.5% | $5,609-62.1% |
| Admin fee / account holder | $2,689 | $6,515-58.7% | $5,021-46.4% | $10,828-75.2% |