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 | $72,367 | $59,813+21.0% | $79,580-9.1% | $68,486+5.7% |
| Participation rate | 93.2% | 61.1%+32.1pp | 69.5%+23.7pp | 67.9%+25.3pp |
| Annual return | -16.79% | -12.30%-4.5pp | 0.15%-16.9pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,640 | $3,024+86.5% | $3,985+41.5% | $4,028+40.0% |
| Admin fee / account holder | $20,500 | $4,835+324.0% | $6,835+199.9% | $5,404+279.4% |