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 | $30,283 | $95,975-68.4% | $74,549-59.4% | $135,379-77.6% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -8.48% | 56.96%-65.4pp | 32.53%-41.0pp | 519.79%-528.3pp |
| Employer contribution / active EE | $3,090 | $2,716+13.8% | $1,961+57.6% | $4,779-35.3% |
| Participant deferral / active EE | $5,477 | $3,844+42.5% | $3,108+76.2% | $5,609-2.3% |
| Admin fee / account holder | $4,936 | $6,522-24.3% | $5,059-2.4% | $10,828-54.4% |