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 | $36,780 | $152,591-75.9% | $117,529-68.7% | $134,545-72.7% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -13.72% | 53.04%-66.8pp | 29.77%-43.5pp | 418.37%-432.1pp |
| Employer contribution / active EE | $966 | $5,576-82.7% | $4,179-76.9% | $4,742-79.6% |
| Participant deferral / active EE | $3,303 | $4,821-31.5% | $4,072-18.9% | $6,401-48.4% |
| Admin fee / account holder | $2,142 | $7,004-69.4% | $5,645-62.1% | $11,431-81.3% |