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 | $77,478 | $92,219-16.0% | $76,767+0.9% | $135,380-42.8% |
| Participation rate | 95.0% | 79.8%+15.2pp | 77.0%+18.0pp | 82.6%+12.4pp |
| Annual return | -6.16% | 5.46%-11.6pp | 2.43%-8.6pp | 519.81%-526.0pp |
| Employer contribution / active EE | $4,282 | $3,216+33.2% | $2,485+72.3% | $4,779-10.4% |
| Participant deferral / active EE | $3,411 | $4,508-24.4% | $3,852-11.5% | $5,609-39.2% |
| Admin fee / account holder | $6,536 | $10,749-39.2% | $6,675-2.1% | $10,828-39.6% |