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 | $73,778 | $82,674-10.8% | $125,363-41.1% | $68,495+7.7% |
| Participation rate | 73.1% | 75.0%-2.0pp | 82.4%-9.3pp | 67.9%+5.2pp |
| Annual return | -15.24% | -5.97%-9.3pp | 572.15%-587.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,934 | $3,382-13.2% | $4,815-39.1% | $2,596+13.0% |
| Participant deferral / active EE | $6,300 | $6,111+3.1% | $7,447-15.4% | $4,028+56.4% |
| Admin fee / account holder | $8,925 | $6,276+42.2% | $10,005-10.8% | $5,403+65.2% |