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 | $90,335 | $105,861-14.7% | $90,756-0.5% | $134,509-32.8% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.7%+16.0pp | 81.2%+10.4pp |
| Annual return | -19.85% | -10.99%-8.9pp | -12.16%-7.7pp | 418.13%-438.0pp |
| Employer contribution / active EE | $2,892 | $3,463-16.5% | $2,922-1.0% | $4,741-39.0% |
| Participant deferral / active EE | $8,457 | $5,217+62.1% | $4,565+85.3% | $6,400+32.1% |
| Admin fee / account holder | $3,211 | $13,938-77.0% | $8,445-62.0% | $11,427-71.9% |