Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $60,918 | $95,917-36.5% | $79,583-23.5% | $134,545-54.7% |
| Participation rate | 86.7% | 75.0%+11.6pp | 69.5%+17.2pp | 81.2%+5.4pp |
| Annual return | -18.80% | -2.70%-16.1pp | 0.16%-19.0pp | 418.37%-437.2pp |
| Employer contribution / active EE | $5,317 | $3,129+69.9% | $2,414+120.3% | $4,742+12.1% |
| Participant deferral / active EE | $3,715 | $4,694-20.9% | $3,986-6.8% | $6,401-42.0% |
| Admin fee / account holder | $2,046 | $9,132-77.6% | $6,835-70.1% | $11,431-82.1% |