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 | $72,095 | $95,975-24.9% | $74,549-3.3% | $135,379-46.7% |
| Participation rate | 87.0% | 75.7%+11.3pp | 69.1%+17.8pp | 82.6%+4.3pp |
| Annual return | -5.38% | 56.96%-62.3pp | 32.53%-37.9pp | 519.79%-525.2pp |
| Employer contribution / active EE | $1,167 | $2,716-57.0% | $1,961-40.5% | $4,779-75.6% |
| Participant deferral / active EE | $4,136 | $3,844+7.6% | $3,108+33.1% | $5,609-26.3% |
| Admin fee / account holder | $2,110 | $6,522-67.7% | $5,059-58.3% | $10,828-80.5% |