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 | $89,766 | $78,694+14.1% | $67,652+32.7% | $125,389-28.4% |
| Participation rate | 77.8% | 78.8%-1.0pp | 75.7%+2.1pp | 83.2%-5.4pp |
| Annual return | -2.83% | 9.46%-12.3pp | 6625.40%-6628.2pp | 282.24%-285.1pp |
| Employer contribution / active EE | $1,445 | $3,044-52.5% | $2,266-36.2% | $4,866-70.3% |
| Participant deferral / active EE | $3,202 | $4,292-25.4% | $3,560-10.0% | $5,352-40.2% |
| Admin fee / account holder | $3,907 | $7,403-47.2% | $4,821-18.9% | $9,541-59.0% |