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 | $99,865 | $95,188+4.9% | $76,518+30.5% | $135,379-26.2% |
| Participation rate | 92.9% | 74.4%+18.5pp | 68.0%+24.9pp | 82.6%+10.2pp |
| Annual return | -5.47% | 4.85%-10.3pp | -0.27%-5.2pp | 519.79%-525.3pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,172 | $4,640-10.1% | $3,836+8.8% | $5,609-25.6% |
| Admin fee / account holder | $4,394 | $6,249-29.7% | $4,849-9.4% | $10,828-59.4% |