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 | $64,476 | $129,960-50.4% | $104,299-38.2% | $134,545-52.1% |
| Participation rate | 95.2% | 79.5%+15.7pp | 73.3%+22.0pp | 81.2%+14.0pp |
| Annual return | -16.28% | 42.06%-58.3pp | 24.62%-40.9pp | 418.37%-434.7pp |
| Employer contribution / active EE | $2,604 | $4,186-37.8% | $3,373-22.8% | $4,742-45.1% |
| Participant deferral / active EE | $6,297 | $5,589+12.7% | $4,626+36.1% | $6,401-1.6% |
| Admin fee / account holder | $578 | $9,324-93.8% | $7,339-92.1% | $11,431-94.9% |