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 | $57,404 | $57,352+0.1% | $83,831-31.5% | $64,173-10.5% |
| Participation rate | 86.1% | 68.6%+17.5pp | 76.1%+10.0pp | 69.6%+16.5pp |
| Annual return | -6.37% | 11.38%-17.8pp | 850.99%-857.4pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,846 | $2,546-27.5% | $3,631-49.2% | $2,381-22.5% |
| Participant deferral / active EE | $3,061 | $2,993+2.3% | $4,082-25.0% | $3,470-11.8% |
| Admin fee / account holder | $2,581 | $4,046-36.2% | $5,479-52.9% | $4,887-47.2% |