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 | $91,866 | $142,361-35.5% | $119,608-23.2% | $134,509-31.7% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -18.65% | -12.46%-6.2pp | -14.98%-3.7pp | 418.13%-436.8pp |
| Employer contribution / active EE | $2,475 | $5,224-52.6% | $4,232-41.5% | $4,741-47.8% |
| Participant deferral / active EE | $11,548 | $6,468+78.5% | $5,601+106.2% | $6,400+80.4% |
| Admin fee / account holder | $4,878 | $13,588-64.1% | $10,326-52.8% | $11,427-57.3% |