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 | $73,687 | $53,546+37.6% | $69,884+5.4% | $68,486+7.6% |
| Participation rate | 76.7% | 64.5%+12.1pp | 70.5%+6.2pp | 67.9%+8.8pp |
| Annual return | -15.71% | -13.87%-1.8pp | 190.81%-206.5pp | -7.85%-7.9pp |
| Employer contribution / active EE | $5,479 | $2,019+171.4% | $2,560+114.0% | $2,597+111.0% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,108 | $4,693+94.1% | $6,266+45.3% | $5,404+68.5% |