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 | $52,136 | $90,448-42.4% | $93,786-44.4% | $134,545-61.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 81.0%-6.0pp | 81.2%-6.2pp |
| Annual return | -12.72% | -15.71%+3.0pp | -11.32%-1.4pp | 418.37%-431.1pp |
| Employer contribution / active EE | $9,732 | $4,349+123.8% | $4,328+124.9% | $4,742+105.2% |
| Participant deferral / active EE | $9,227 | $5,983+54.2% | $6,100+51.3% | $6,401+44.1% |
| Admin fee / account holder | $35,697 | $9,232+286.7% | $7,184+396.9% | $11,431+212.3% |