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 | $133,901 | $105,866+26.5% | $90,766+47.5% | $134,545-0.5% |
| Participation rate | 71.4% | 78.3%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -17.54% | -10.99%-6.5pp | -12.16%-5.4pp | 418.37%-435.9pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,300 | $5,217-36.8% | $4,565-27.7% | $6,401-48.5% |
| Admin fee / account holder | $18,811 | $13,938+35.0% | $8,446+122.7% | $11,431+64.6% |