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 | $88,526 | $91,536-3.3% | $130,062-31.9% | $75,177+17.8% |
| Participation rate | 75.0% | 71.5%+3.5pp | 78.5%-3.5pp | 67.2%+7.8pp |
| Annual return | 15.56% | -631.62%+647.2pp | -137.37%+152.9pp | 160.75%-145.2pp |
| Employer contribution / active EE | $2,120 | $2,845-25.5% | $4,322-51.0% | $2,671-20.6% |
| Participant deferral / active EE | $4,959 | $4,343+14.2% | $5,821-14.8% | $4,126+20.2% |
| Admin fee / account holder | $8,596 | $6,780+26.8% | $10,601-18.9% | $5,651+52.1% |