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 | $66,089 | $82,674-20.1% | $125,381-47.3% | $68,486-3.5% |
| Participation rate | 91.2% | 75.1%+16.1pp | 82.4%+8.8pp | 67.9%+23.3pp |
| Annual return | -14.21% | -5.97%-8.2pp | 572.31%-586.5pp | -7.85%-6.4pp |
| Employer contribution / active EE | $1,796 | $3,382-46.9% | $4,815-62.7% | $2,597-30.8% |
| Participant deferral / active EE | $5,911 | $6,111-3.3% | $7,448-20.6% | $4,028+46.8% |
| Admin fee / account holder | $36,707 | $6,277+484.8% | $10,007+266.8% | $5,404+579.3% |