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 | $45,272 | $129,959-65.2% | $104,301-56.6% | $134,532-66.3% |
| Participation rate | 88.9% | 79.5%+9.4pp | 73.3%+15.6pp | 81.2%+7.7pp |
| Annual return | -16.60% | 42.04%-58.6pp | 24.61%-41.2pp | 418.27%-434.9pp |
| Employer contribution / active EE | $2,607 | $4,185-37.7% | $3,373-22.7% | $4,741-45.0% |
| Participant deferral / active EE | $3,688 | $5,589-34.0% | $4,626-20.3% | $6,401-42.4% |
| Admin fee / account holder | $2,256 | $9,325-75.8% | $7,340-69.3% | $11,429-80.3% |