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 | $69,817 | $82,674-15.6% | $125,363-44.3% | $68,495+1.9% |
| Participation rate | 90.5% | 75.0%+15.4pp | 82.4%+8.1pp | 67.9%+22.6pp |
| Annual return | -17.46% | -5.97%-11.5pp | 572.15%-589.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,392 | $3,382-58.8% | $4,815-71.1% | $2,596-46.4% |
| Participant deferral / active EE | $3,533 | $6,111-42.2% | $7,447-52.6% | $4,028-12.3% |
| Admin fee / account holder | $2,042 | $6,276-67.5% | $10,005-79.6% | $5,403-62.2% |