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 | $97,030 | $95,915+1.2% | $79,580+21.9% | $134,532-27.9% |
| Participation rate | 92.3% | 75.0%+17.3pp | 69.5%+22.8pp | 81.2%+11.1pp |
| Annual return | -14.24% | -2.71%-11.5pp | 0.15%-14.4pp | 418.27%-432.5pp |
| Employer contribution / active EE | $2,288 | $3,129-26.9% | $2,413-5.2% | $4,741-51.7% |
| Participant deferral / active EE | $8,076 | $4,693+72.1% | $3,985+102.6% | $6,401+26.2% |
| Admin fee / account holder | $1,319 | $9,132-85.6% | $6,835-80.7% | $11,429-88.5% |