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 | $43,744 | $104,116-58.0% | $71,089-38.5% | $135,380-67.7% |
| Participation rate | 90.0% | 65.7%+24.3pp | 54.6%+35.4pp | 82.6%+7.4pp |
| Annual return | -7.08% | 1256.51%-1263.6pp | 650.65%-657.7pp | 519.81%-526.9pp |
| Employer contribution / active EE | $3,237 | $1,485+118.0% | $1,088+197.6% | $4,779-32.3% |
| Participant deferral / active EE | $2,805 | $2,524+11.1% | $1,873+49.8% | $5,609-50.0% |
| Admin fee / account holder | $1,053 | $4,142-74.6% | $3,082-65.8% | $10,828-90.3% |