Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $79,899 | $91,536-12.7% | $130,062-38.6% | $75,177+6.3% |
| Participation rate | 95.8% | 71.5%+24.4pp | 78.5%+17.3pp | 67.2%+28.6pp |
| Annual return | 15.81% | -631.62%+647.4pp | -137.37%+153.2pp | 160.75%-144.9pp |
| Employer contribution / active EE | $1,530 | $2,845-46.2% | $4,322-64.6% | $2,671-42.7% |
| Participant deferral / active EE | $8,567 | $4,343+97.3% | $5,821+47.2% | $4,126+107.6% |
| Admin fee / account holder | $1,033 | $6,780-84.8% | $10,601-90.3% | $5,651-81.7% |