Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $44,566 | $129,960-65.7% | $104,299-57.3% | $134,545-66.9% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -19.52% | 42.06%-61.6pp | 24.62%-44.1pp | 418.37%-437.9pp |
| Employer contribution / active EE | $3,083 | $4,186-26.3% | $3,373-8.6% | $4,742-35.0% |
| Participant deferral / active EE | $6,051 | $5,589+8.3% | $4,626+30.8% | $6,401-5.5% |
| Admin fee / account holder | $452 | $9,324-95.2% | $7,339-93.8% | $11,431-96.0% |