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 | $118,409 | $95,917+23.4% | $79,583+48.8% | $134,545-12.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -18.12% | -2.70%-15.4pp | 0.16%-18.3pp | 418.37%-436.5pp |
| Employer contribution / active EE | $2,289 | $3,129-26.8% | $2,414-5.1% | $4,742-51.7% |
| Participant deferral / active EE | $6,435 | $4,694+37.1% | $3,986+61.4% | $6,401+0.5% |
| Admin fee / account holder | $4,301 | $9,132-52.9% | $6,835-37.1% | $11,431-62.4% |