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 | $58,141 | $82,674-29.7% | $125,381-53.6% | $68,486-15.1% |
| Participation rate | 92.7% | 75.1%+17.6pp | 82.4%+10.3pp | 67.9%+24.8pp |
| Annual return | -18.00% | -5.97%-12.0pp | 572.31%-590.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $3,512 | $3,382+3.9% | $4,815-27.1% | $2,597+35.3% |
| Participant deferral / active EE | $7,021 | $6,111+14.9% | $7,448-5.7% | $4,028+74.3% |
| Admin fee / account holder | $559 | $6,277-91.1% | $10,007-94.4% | $5,404-89.6% |