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 | $34,104 | $95,975-64.5% | $74,552-54.3% | $135,382-74.8% |
| Participation rate | 89.5% | 75.7%+13.8pp | 69.1%+20.3pp | 82.6%+6.8pp |
| Annual return | -6.21% | 56.96%-63.2pp | 32.53%-38.7pp | 519.77%-526.0pp |
| Employer contribution / active EE | $1,713 | $2,716-36.9% | $1,961-12.7% | $4,779-64.2% |
| Participant deferral / active EE | $3,293 | $3,844-14.3% | $3,108+6.0% | $5,609-41.3% |
| Admin fee / account holder | $3,781 | $6,522-42.0% | $5,060-25.3% | $10,829-65.1% |