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 | $44,674 | $82,630-45.9% | $64,105-30.3% | $125,389-64.4% |
| Participation rate | 73.9% | 75.9%-1.9pp | 68.2%+5.7pp | 83.2%-9.3pp |
| Annual return | -0.41% | 1489.72%-1490.1pp | 791.24%-791.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,139 | $2,671-57.4% | $1,820-37.4% | $4,866-76.6% |
| Participant deferral / active EE | $1,876 | $3,608-48.0% | $2,822-33.5% | $5,352-64.9% |
| Admin fee / account holder | $7,945 | $6,382+24.5% | $4,499+76.6% | $9,541-16.7% |