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 | $41,218 | $82,674-50.1% | $125,363-67.1% | $68,495-39.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -18.25% | -5.97%-12.3pp | 572.15%-590.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,578 | $3,382+5.8% | $4,815-25.7% | $2,596+37.8% |
| Participant deferral / active EE | $10,763 | $6,111+76.1% | $7,447+44.5% | $4,028+167.2% |
| Admin fee / account holder | $1,415 | $6,276-77.5% | $10,005-85.9% | $5,403-73.8% |