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 | $81,660 | $59,116+38.1% | $86,438-5.5% | $68,486+19.2% |
| Participation rate | 81.6% | 75.2%+6.3pp | 80.3%+1.2pp | 67.9%+13.7pp |
| Annual return | -18.81% | -0.23%-18.6pp | 4397.19%-4416.0pp | -7.85%-11.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,610 | $5,902+12.0% | $6,952-4.9% | $4,028+64.1% |
| Admin fee / account holder | $642 | $5,639-88.6% | $6,733-90.5% | $5,404-88.1% |