Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $82,974 | $54,355+52.7% | $82,744+0.3% | $68,486+21.2% |
| Participation rate | 77.3% | 63.9%+13.3pp | 72.6%+4.7pp | 67.9%+9.4pp |
| Annual return | -11.88% | -13.67%+1.8pp | 702.22%-714.1pp | -7.85%-4.0pp |
| Employer contribution / active EE | $2,155 | $2,219-2.9% | $3,008-28.4% | $2,597-17.0% |
| Participant deferral / active EE | $2,974 | $3,246-8.4% | $4,395-32.3% | $4,028-26.1% |
| Admin fee / account holder | $6,750 | $4,397+53.5% | $5,325+26.8% | $5,404+24.9% |