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 | $78,370 | $92,219-15.0% | $76,767+2.1% | $135,380-42.1% |
| Participation rate | 81.8% | 79.8%+2.0pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | -6.76% | 5.46%-12.2pp | 2.43%-9.2pp | 519.81%-526.6pp |
| Employer contribution / active EE | $1,803 | $3,216-43.9% | $2,485-27.4% | $4,779-62.3% |
| Participant deferral / active EE | $5,200 | $4,508+15.3% | $3,852+35.0% | $5,609-7.3% |
| Admin fee / account holder | $1,109 | $10,749-89.7% | $6,675-83.4% | $10,828-89.8% |