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 | $37,134 | $49,177-24.5% | $79,467-53.3% | $64,173-42.1% |
| Participation rate | 90.0% | 65.0%+25.0pp | 73.3%+16.7pp | 69.6%+20.4pp |
| Annual return | -3.87% | -1.16%-2.7pp | 718.30%-722.2pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,210 | $2,076-41.7% | $2,800-56.8% | $2,381-49.2% |
| Participant deferral / active EE | $1,235 | $2,821-56.2% | $3,704-66.6% | $3,470-64.4% |
| Admin fee / account holder | $1,541 | $3,839-59.9% | $5,104-69.8% | $4,887-68.5% |