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 | $64,577 | $75,832-14.8% | $147,617-56.3% | $59,633+8.3% |
| Participation rate | 95.8% | 71.6%+24.3pp | 84.6%+11.2pp | 68.7%+27.2pp |
| Annual return | -0.16% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $1,588 | $3,485-54.4% | $5,564-71.5% | $2,203-27.9% |
| Participant deferral / active EE | $4,065 | $3,131+29.8% | $4,895-17.0% | $3,192+27.4% |
| Admin fee / account holder | $6,192 | $5,986+3.4% | $11,612-46.7% | $4,297+44.1% |