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 | $65,992 | $54,355+21.4% | $82,744-20.2% | $68,486-3.6% |
| Participation rate | 95.1% | 63.9%+31.2pp | 72.6%+22.6pp | 67.9%+27.2pp |
| Annual return | -16.45% | -13.67%-2.8pp | 702.22%-718.7pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,963 | $2,219-11.5% | $3,008-34.8% | $2,597-24.4% |
| Participant deferral / active EE | $5,150 | $3,246+58.6% | $4,395+17.2% | $4,028+27.9% |
| Admin fee / account holder | $1,749 | $4,397-60.2% | $5,325-67.2% | $5,404-67.6% |