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 | $59,905 | $54,370+10.2% | $82,763-27.6% | $68,490-12.5% |
| Participation rate | 82.8% | 63.9%+18.9pp | 72.6%+10.2pp | 67.9%+14.9pp |
| Annual return | -16.91% | -13.67%-3.2pp | 702.45%-719.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $3,733 | $2,219+68.2% | $3,008+24.1% | $2,597+43.8% |
| Participant deferral / active EE | $5,191 | $3,247+59.9% | $4,395+18.1% | $4,028+28.9% |
| Admin fee / account holder | $3,009 | $4,398-31.6% | $5,325-43.5% | $5,403-44.3% |