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 | $80,209 | $54,357+47.6% | $82,706-3.0% | $68,495+17.1% |
| Participation rate | 88.9% | 63.9%+25.0pp | 72.6%+16.3pp | 67.9%+21.0pp |
| Annual return | -16.43% | -13.67%-2.8pp | 701.76%-718.2pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,604 | $2,218-27.7% | $3,007-46.7% | $2,596-38.2% |
| Participant deferral / active EE | $4,011 | $3,246+23.5% | $4,394-8.7% | $4,028-0.4% |
| Admin fee / account holder | $2,114 | $4,396-51.9% | $5,329-60.3% | $5,403-60.9% |