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 | $89,376 | $82,678+8.1% | $125,391-28.7% | $68,490+30.5% |
| Participation rate | 81.5% | 75.1%+6.4pp | 82.4%-0.9pp | 67.9%+13.6pp |
| Annual return | -18.99% | -5.97%-13.0pp | 572.41%-591.4pp | -7.85%-11.1pp |
| Employer contribution / active EE | $769 | $3,382-77.3% | $4,816-84.0% | $2,597-70.4% |
| Participant deferral / active EE | $7,529 | $6,111+23.2% | $7,448+1.1% | $4,028+86.9% |
| Admin fee / account holder | $4,301 | $6,277-31.5% | $10,009-57.0% | $5,403-20.4% |