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 | $67,679 | $75,962-10.9% | $154,108-56.1% | $64,173+5.5% |
| Participation rate | 76.0% | 70.4%+5.6pp | 83.0%-7.0pp | 69.6%+6.4pp |
| Annual return | -7.63% | 30.32%-37.9pp | 735.21%-742.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,100 | $3,350-7.5% | $5,298-41.5% | $2,381+30.2% |
| Participant deferral / active EE | $2,015 | $3,175-36.5% | $5,081-60.3% | $3,470-41.9% |
| Admin fee / account holder | $2,022 | $5,589-63.8% | $13,411-84.9% | $4,887-58.6% |