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 | $66,386 | $82,678-19.7% | $125,391-47.1% | $68,490-3.1% |
| Participation rate | 90.5% | 75.1%+15.4pp | 82.4%+8.1pp | 67.9%+22.6pp |
| Annual return | -17.15% | -5.97%-11.2pp | 572.41%-589.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $2,775 | $3,382-18.0% | $4,816-42.4% | $2,597+6.9% |
| Participant deferral / active EE | $8,489 | $6,111+38.9% | $7,448+14.0% | $4,028+110.8% |
| Admin fee / account holder | $3,408 | $6,277-45.7% | $10,009-65.9% | $5,403-36.9% |