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 | $81,256 | $82,678-1.7% | $125,391-35.2% | $68,490+18.6% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -16.01% | -5.97%-10.0pp | 572.41%-588.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,815 | $3,382-46.3% | $4,816-62.3% | $2,597-30.1% |
| Participant deferral / active EE | $5,498 | $6,111-10.0% | $7,448-26.2% | $4,028+36.5% |
| Admin fee / account holder | $11,283 | $6,277+79.7% | $10,009+12.7% | $5,403+108.8% |