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 | $59,019 | $67,372-12.4% | $60,906-3.1% | $134,532-56.1% |
| Participation rate | 76.5% | 76.2%+0.3pp | 73.1%+3.4pp | 81.2%-4.8pp |
| Annual return | -7.48% | 50.05%-57.5pp | 16.94%-24.4pp | 418.27%-425.7pp |
| Employer contribution / active EE | $2,635 | $3,099-15.0% | $2,703-2.5% | $4,741-44.4% |
| Participant deferral / active EE | $1,668 | $4,532-63.2% | $3,814-56.3% | $6,401-73.9% |
| Admin fee / account holder | $801 | $4,588-82.5% | $3,227-75.2% | $11,429-93.0% |