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 | $68,227 | $57,352+19.0% | $83,830-18.6% | $64,173+6.3% |
| Participation rate | 73.6% | 68.6%+5.0pp | 76.1%-2.6pp | 69.6%+4.0pp |
| Annual return | -6.27% | 11.38%-17.7pp | 850.97%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,218 | $2,546-52.1% | $3,631-66.5% | $2,381-48.8% |
| Participant deferral / active EE | $2,403 | $2,993-19.7% | $4,082-41.1% | $3,470-30.7% |
| Admin fee / account holder | $9,182 | $4,046+126.9% | $5,479+67.6% | $4,887+87.9% |