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 | $57,382 | $78,694-27.1% | $67,652-15.2% | $125,389-54.2% |
| Participation rate | 70.0% | 78.8%-8.8pp | 75.7%-5.7pp | 83.2%-13.2pp |
| Annual return | -2.41% | 9.46%-11.9pp | 6625.40%-6627.8pp | 282.24%-284.7pp |
| Employer contribution / active EE | $2,082 | $3,044-31.6% | $2,266-8.1% | $4,866-57.2% |
| Participant deferral / active EE | $4,424 | $4,292+3.1% | $3,560+24.3% | $5,352-17.3% |
| Admin fee / account holder | $12,191 | $7,403+64.7% | $4,821+152.9% | $9,541+27.8% |