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 | $91,341 | $142,392-35.9% | $119,622-23.6% | $134,532-32.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.65% | -12.46%+0.8pp | -14.98%+3.3pp | 418.27%-429.9pp |
| Employer contribution / active EE | $7,046 | $5,224+34.9% | $4,232+66.5% | $4,741+48.6% |
| Participant deferral / active EE | $5,940 | $6,467-8.2% | $5,601+6.1% | $6,401-7.2% |
| Admin fee / account holder | $4,573 | $13,593-66.4% | $10,328-55.7% | $11,429-60.0% |