Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $78,967 | $95,917-17.7% | $79,583-0.8% | $134,545-41.3% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -17.10% | -2.70%-14.4pp | 0.16%-17.3pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,554 | $3,129-50.3% | $2,414-35.6% | $4,742-67.2% |
| Participant deferral / active EE | $4,339 | $4,694-7.6% | $3,986+8.9% | $6,401-32.2% |
| Admin fee / account holder | $714 | $9,132-92.2% | $6,835-89.6% | $11,431-93.8% |