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 | $59,258 | $75,962-22.0% | $154,111-61.5% | $64,173-7.7% |
| Participation rate | 97.6% | 70.4%+27.2pp | 83.0%+14.6pp | 69.6%+28.0pp |
| Annual return | -4.89% | 30.32%-35.2pp | 735.18%-740.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,644 | $3,350+8.8% | $5,298-31.2% | $2,381+53.0% |
| Participant deferral / active EE | $2,505 | $3,175-21.1% | $5,081-50.7% | $3,470-27.8% |
| Admin fee / account holder | $14,185 | $5,589+153.8% | $13,411+5.8% | $4,887+190.2% |