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 | $57,504 | $56,200+2.3% | $67,653-15.0% | $59,633-3.6% |
| Participation rate | 78.3% | 71.5%+6.8pp | 75.7%+2.6pp | 68.7%+9.6pp |
| Annual return | -1.94% | 18506.71%-18508.7pp | 6625.22%-6627.2pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $937 | $1,615-42.0% | $2,266-58.7% | $2,203-57.5% |
| Participant deferral / active EE | $3,035 | $2,843+6.7% | $3,560-14.7% | $3,192-4.9% |
| Admin fee / account holder | $12,474 | $3,959+215.1% | $4,821+158.7% | $4,297+190.3% |