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 | $75,612 | $133,998-43.6% | $112,263-32.6% | $134,545-43.8% |
| Participation rate | 95.8% | 78.6%+17.3pp | 75.1%+20.8pp | 81.2%+14.6pp |
| Annual return | -16.01% | 47.17%-63.2pp | 27.49%-43.5pp | 418.37%-434.4pp |
| Employer contribution / active EE | $23,273 | $4,040+476.0% | $3,636+540.0% | $4,742+390.8% |
| Participant deferral / active EE | $2,131 | $5,292-59.7% | $4,729-54.9% | $6,401-66.7% |
| Admin fee / account holder | $2,807 | $7,493-62.5% | $6,410-56.2% | $11,431-75.4% |