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 | $94,601 | $54,370+74.0% | $82,763+14.3% | $68,490+38.1% |
| Participation rate | 85.7% | 63.9%+21.8pp | 72.6%+13.2pp | 67.9%+17.8pp |
| Annual return | -15.07% | -13.67%-1.4pp | 702.45%-717.5pp | -7.85%-7.2pp |
| Employer contribution / active EE | $4,106 | $2,219+85.0% | $3,008+36.5% | $2,597+58.1% |
| Participant deferral / active EE | $5,767 | $3,247+77.6% | $4,395+31.2% | $4,028+43.2% |
| Admin fee / account holder | $1,645 | $4,398-62.6% | $5,325-69.1% | $5,403-69.6% |