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 | $53,452 | $59,116-9.6% | $86,438-38.2% | $68,486-22.0% |
| Participation rate | 95.8% | 75.2%+20.6pp | 80.3%+15.5pp | 67.9%+27.9pp |
| Annual return | -17.21% | -0.23%-17.0pp | 4397.19%-4414.4pp | -7.85%-9.4pp |
| Employer contribution / active EE | $468 | $2,519-81.4% | $3,769-87.6% | $2,597-82.0% |
| Participant deferral / active EE | $7,332 | $5,902+24.2% | $6,952+5.5% | $4,028+82.1% |
| Admin fee / account holder | $7,390 | $5,639+31.1% | $6,733+9.8% | $5,404+36.8% |