Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $85,874 | $82,678+3.9% | $125,391-31.5% | $68,490+25.4% |
| Participation rate | 81.8% | 75.1%+6.8pp | 82.4%-0.6pp | 67.9%+13.9pp |
| Annual return | -18.77% | -5.97%-12.8pp | 572.41%-591.2pp | -7.85%-10.9pp |
| Employer contribution / active EE | $2,031 | $3,382-39.9% | $4,816-57.8% | $2,597-21.8% |
| Participant deferral / active EE | $8,537 | $6,111+39.7% | $7,448+14.6% | $4,028+112.0% |
| Admin fee / account holder | $3,372 | $6,277-46.3% | $10,009-66.3% | $5,403-37.6% |