Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $50,899 | $100,811-49.5% | $86,698-41.3% | $134,545-62.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -15.95% | 29.11%-45.1pp | 35.96%-51.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $2,515 | $3,490-27.9% | $2,837-11.3% | $4,742-47.0% |
| Participant deferral / active EE | $7,480 | $5,339+40.1% | $4,656+60.6% | $6,401+16.9% |
| Admin fee / account holder | $1,819 | $10,926-83.3% | $7,492-75.7% | $11,431-84.1% |