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 | $53,647 | $82,674-35.1% | $125,381-57.2% | $68,486-21.7% |
| Participation rate | 94.3% | 75.1%+19.2pp | 82.4%+11.9pp | 67.9%+26.4pp |
| Annual return | -19.16% | -5.97%-13.2pp | 572.31%-591.5pp | -7.85%-11.3pp |
| Employer contribution / active EE | $3,341 | $3,382-1.2% | $4,815-30.6% | $2,597+28.7% |
| Participant deferral / active EE | $9,790 | $6,111+60.2% | $7,448+31.5% | $4,028+143.1% |
| Admin fee / account holder | $4,417 | $6,277-29.6% | $10,007-55.9% | $5,404-18.3% |