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 | $74,302 | $82,678-10.1% | $125,391-40.7% | $68,490+8.5% |
| Participation rate | 80.4% | 75.1%+5.4pp | 82.4%-1.9pp | 67.9%+12.5pp |
| Annual return | -16.21% | -5.97%-10.2pp | 572.41%-588.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $5,315 | $3,382+57.1% | $4,816+10.4% | $2,597+104.7% |
| Participant deferral / active EE | $10,070 | $6,111+64.8% | $7,448+35.2% | $4,028+150.0% |
| Admin fee / account holder | $4,525 | $6,277-27.9% | $10,009-54.8% | $5,403-16.3% |