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 | $85,323 | $142,392-40.1% | $119,622-28.7% | $134,532-36.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.77% | -12.46%+1.7pp | -14.98%+4.2pp | 418.27%-429.0pp |
| Employer contribution / active EE | $1,414 | $5,224-72.9% | $4,232-66.6% | $4,741-70.2% |
| Participant deferral / active EE | $5,954 | $6,467-7.9% | $5,601+6.3% | $6,401-7.0% |
| Admin fee / account holder | $4,015 | $13,593-70.5% | $10,328-61.1% | $11,429-64.9% |