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 | $76,706 | $82,678-7.2% | $125,391-38.8% | $68,490+12.0% |
| Participation rate | 97.9% | 75.1%+22.9pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -16.30% | -5.97%-10.3pp | 572.41%-588.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $3,881 | $3,382+14.8% | $4,816-19.4% | $2,597+49.5% |
| Participant deferral / active EE | $5,428 | $6,111-11.2% | $7,448-27.1% | $4,028+34.8% |
| Admin fee / account holder | $4,465 | $6,277-28.9% | $10,009-55.4% | $5,403-17.4% |