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 | $59,685 | $56,197+6.2% | $67,652-11.8% | $59,633+0.1% |
| Participation rate | 83.1% | 71.5%+11.6pp | 75.7%+7.4pp | 68.7%+14.4pp |
| Annual return | -1.15% | 18508.10%-18509.2pp | 6625.40%-6626.5pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,130 | $1,615-30.0% | $2,266-50.1% | $2,203-48.7% |
| Participant deferral / active EE | $7,123 | $2,844+150.5% | $3,560+100.1% | $3,192+123.2% |
| Admin fee / account holder | $5,310 | $3,958+34.2% | $4,821+10.2% | $4,297+23.6% |