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 | $76,583 | $73,863+3.7% | $143,797-46.7% | $68,490+11.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.79% | 0.91%-16.7pp | -0.04%-15.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $8,040 | $3,185+152.5% | $4,952+62.4% | $2,597+209.6% |
| Participant deferral / active EE | $7,171 | $3,385+111.9% | $5,638+27.2% | $4,028+78.0% |
| Admin fee / account holder | $8,183 | $5,756+42.2% | $14,679-44.3% | $5,403+51.4% |