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 | $36,134 | $57,352-37.0% | $83,831-56.9% | $64,173-43.7% |
| Participation rate | 94.3% | 68.6%+25.7pp | 76.1%+18.1pp | 69.6%+24.7pp |
| Annual return | -4.70% | 11.38%-16.1pp | 850.99%-855.7pp | 7.63%-12.3pp |
| Employer contribution / active EE | $6,372 | $2,546+150.3% | $3,631+75.5% | $2,381+167.6% |
| Participant deferral / active EE | $4,138 | $2,993+38.3% | $4,082+1.4% | $3,470+19.3% |
| Admin fee / account holder | $25,789 | $4,046+537.4% | $5,479+370.7% | $4,887+427.7% |