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 | $58,273 | $82,674-29.5% | $125,381-53.5% | $68,486-14.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -13.05% | -5.97%-7.1pp | 572.31%-585.4pp | -7.85%-5.2pp |
| Employer contribution / active EE | $2,884 | $3,382-14.7% | $4,815-40.1% | $2,597+11.1% |
| Participant deferral / active EE | $5,688 | $6,111-6.9% | $7,448-23.6% | $4,028+41.2% |
| Admin fee / account holder | $2,818 | $6,277-55.1% | $10,007-71.8% | $5,404-47.8% |