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 | $83,078 | $82,674+0.5% | $125,363-33.7% | $68,495+21.3% |
| Participation rate | 74.3% | 75.0%-0.8pp | 82.4%-8.1pp | 67.9%+6.4pp |
| Annual return | -16.51% | -5.97%-10.5pp | 572.15%-588.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,444 | $3,382-57.3% | $4,815-70.0% | $2,596-44.4% |
| Participant deferral / active EE | $5,640 | $6,111-7.7% | $7,447-24.3% | $4,028+40.0% |
| Admin fee / account holder | $2,048 | $6,276-67.4% | $10,005-79.5% | $5,403-62.1% |