Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $78,583 | $82,674-4.9% | $125,381-37.3% | $68,486+14.7% |
| Participation rate | 70.0% | 75.1%-5.1pp | 82.4%-12.4pp | 67.9%+2.1pp |
| Annual return | -18.56% | -5.97%-12.6pp | 572.31%-590.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $4,960 | $3,382+46.7% | $4,815+3.0% | $2,597+91.0% |
| Participant deferral / active EE | $11,300 | $6,111+84.9% | $7,448+51.7% | $4,028+180.6% |
| Admin fee / account holder | $8,630 | $6,277+37.5% | $10,007-13.8% | $5,404+59.7% |