Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $91,473 | $82,674+10.6% | $125,381-27.0% | $68,486+33.6% |
| Participation rate | 90.9% | 75.1%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -14.60% | -5.97%-8.6pp | 572.31%-586.9pp | -7.85%-6.7pp |
| Employer contribution / active EE | $1,954 | $3,382-42.2% | $4,815-59.4% | $2,597-24.7% |
| Participant deferral / active EE | $3,973 | $6,111-35.0% | $7,448-46.6% | $4,028-1.3% |
| Admin fee / account holder | $5,132 | $6,277-18.2% | $10,007-48.7% | $5,404-5.0% |