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 | $67,516 | $95,915-29.6% | $79,580-15.2% | $134,532-49.8% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -12.43% | -2.71%-9.7pp | 0.15%-12.6pp | 418.27%-430.7pp |
| Employer contribution / active EE | $1,556 | $3,129-50.3% | $2,413-35.5% | $4,741-67.2% |
| Participant deferral / active EE | $3,256 | $4,693-30.6% | $3,985-18.3% | $6,401-49.1% |
| Admin fee / account holder | $785 | $9,132-91.4% | $6,835-88.5% | $11,429-93.1% |