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 | $65,644 | $82,678-20.6% | $125,391-47.6% | $68,490-4.2% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -18.52% | -5.97%-12.5pp | 572.41%-590.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $3,141 | $3,382-7.1% | $4,816-34.8% | $2,597+20.9% |
| Participant deferral / active EE | $10,129 | $6,111+65.7% | $7,448+36.0% | $4,028+151.5% |
| Admin fee / account holder | $1,506 | $6,277-76.0% | $10,009-85.0% | $5,403-72.1% |