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 | $60,527 | $75,962-20.3% | $154,108-60.7% | $64,173-5.7% |
| Participation rate | 83.9% | 70.4%+13.5pp | 83.0%+0.9pp | 69.6%+14.4pp |
| Annual return | -6.11% | 30.32%-36.4pp | 735.21%-741.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $7,109 | $3,350+112.2% | $5,298+34.2% | $2,381+198.6% |
| Participant deferral / active EE | $5,499 | $3,175+73.2% | $5,081+8.2% | $3,470+58.5% |
| Admin fee / account holder | $2,770 | $5,589-50.4% | $13,411-79.3% | $4,887-43.3% |