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 | $38,845 | $75,959-48.9% | $154,114-74.8% | $64,181-39.5% |
| Participation rate | 88.0% | 70.4%+17.6pp | 83.0%+5.0pp | 69.6%+18.4pp |
| Annual return | -4.51% | 30.32%-34.8pp | 735.16%-739.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,595 | $3,350-22.5% | $5,298-51.0% | $2,381+9.0% |
| Participant deferral / active EE | $1,487 | $3,175-53.1% | $5,081-70.7% | $3,470-57.1% |
| Admin fee / account holder | $11,039 | $5,589+97.5% | $13,411-17.7% | $4,887+125.9% |