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 | $85,067 | $72,404+17.5% | $110,243-22.8% | $64,173+32.6% |
| Participation rate | 91.5% | 73.3%+18.2pp | 79.8%+11.7pp | 69.6%+22.0pp |
| Annual return | -7.00% | -6.29%-0.7pp | 314.76%-321.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $3,415 | $2,282+49.7% | $3,827-10.8% | $2,381+43.4% |
| Participant deferral / active EE | $6,662 | $3,469+92.0% | $4,672+42.6% | $3,470+92.0% |
| Admin fee / account holder | $984 | $5,664-82.6% | $8,548-88.5% | $4,887-79.9% |