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 | $53,107 | $93,124-43.0% | $77,100-31.1% | $134,545-60.5% |
| Participation rate | 72.7% | 74.5%-1.8pp | 67.9%+4.8pp | 81.2%-8.5pp |
| Annual return | -20.28% | 62.68%-83.0pp | 42.35%-62.6pp | 418.37%-438.6pp |
| Employer contribution / active EE | $4,081 | $3,421+19.3% | $2,815+45.0% | $4,742-13.9% |
| Participant deferral / active EE | $6,420 | $5,242+22.5% | $4,430+44.9% | $6,401+0.3% |
| Admin fee / account holder | $1,610 | $6,970-76.9% | $5,443-70.4% | $11,431-85.9% |