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 | $80,177 | $75,962+5.5% | $154,108-48.0% | $64,173+24.9% |
| Participation rate | 90.6% | 70.4%+20.2pp | 83.0%+7.6pp | 69.6%+21.0pp |
| Annual return | -7.07% | 30.32%-37.4pp | 735.21%-742.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,109 | $3,350-37.0% | $5,298-60.2% | $2,381-11.4% |
| Participant deferral / active EE | $3,801 | $3,175+19.7% | $5,081-25.2% | $3,470+9.6% |
| Admin fee / account holder | $1,323 | $5,589-76.3% | $13,411-90.1% | $4,887-72.9% |