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 | $108,777 | $69,012+57.6% | $160,037-32.0% | $68,490+58.8% |
| Participation rate | 74.1% | 65.4%+8.7pp | 78.0%-3.9pp | 67.9%+6.2pp |
| Annual return | -15.31% | -9.65%-5.7pp | 408.95%-424.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,027 | $2,212-53.6% | $4,226-75.7% | $2,597-60.5% |
| Participant deferral / active EE | $2,215 | $4,212-47.4% | $6,184-64.2% | $4,028-45.0% |
| Admin fee / account holder | $7,700 | $4,798+60.5% | $8,716-11.7% | $5,403+42.5% |