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 | $51,678 | $133,981-61.4% | $112,249-54.0% | $134,532-61.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -18.33% | 47.16%-65.5pp | 27.48%-45.8pp | 418.27%-436.6pp |
| Employer contribution / active EE | $2,047 | $4,040-49.3% | $3,636-43.7% | $4,741-56.8% |
| Participant deferral / active EE | $7,724 | $5,292+46.0% | $4,729+63.3% | $6,401+20.7% |
| Admin fee / account holder | $6,867 | $7,492-8.3% | $6,412+7.1% | $11,429-39.9% |