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 | $52,299 | $142,392-63.3% | $119,622-56.3% | $134,532-61.1% |
| Participation rate | 95.8% | 82.8%+13.0pp | 79.3%+16.6pp | 81.2%+14.6pp |
| Annual return | -14.51% | -12.46%-2.1pp | -14.98%+0.5pp | 418.27%-432.8pp |
| Employer contribution / active EE | $8,123 | $5,224+55.5% | $4,232+91.9% | $4,741+71.3% |
| Participant deferral / active EE | $4,749 | $6,467-26.6% | $5,601-15.2% | $6,401-25.8% |
| Admin fee / account holder | $4,178 | $13,593-69.3% | $10,328-59.5% | $11,429-63.4% |