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 | $44,312 | $49,177-9.9% | $79,466-44.2% | $64,173-30.9% |
| Participation rate | 87.1% | 65.0%+22.1pp | 73.3%+13.8pp | 69.6%+17.5pp |
| Annual return | -6.39% | -1.16%-5.2pp | 718.28%-724.7pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,986 | $2,076-4.4% | $2,800-29.1% | $2,381-16.6% |
| Participant deferral / active EE | $6,202 | $2,821+119.8% | $3,704+67.4% | $3,470+78.7% |
| Admin fee / account holder | $10,709 | $3,839+179.0% | $5,104+109.8% | $4,887+119.1% |