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 | $51,664 | $167,522-69.2% | $151,639-65.9% | $134,532-61.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.12% | 7.81%-21.9pp | 3.34%-17.5pp | 418.27%-432.4pp |
| Employer contribution / active EE | $5,678 | $6,828-16.8% | $6,165-7.9% | $4,741+19.8% |
| Participant deferral / active EE | $5,066 | $8,986-43.6% | $8,363-39.4% | $6,401-20.9% |
| Admin fee / account holder | $79,418 | $13,780+476.3% | $11,613+583.9% | $11,429+594.9% |