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 | $90,266 | $138,072-34.6% | $123,549-26.9% | $135,382-33.3% |
| Participation rate | 86.4% | 84.7%+1.6pp | 82.3%+4.1pp | 82.6%+3.7pp |
| Annual return | -5.74% | 153.69%-159.4pp | 119.20%-124.9pp | 519.77%-525.5pp |
| Employer contribution / active EE | $1,759 | $5,152-65.9% | $4,628-62.0% | $4,779-63.2% |
| Participant deferral / active EE | $4,337 | $6,799-36.2% | $6,426-32.5% | $5,609-22.7% |
| Admin fee / account holder | $43,923 | $10,917+302.3% | $9,284+373.1% | $10,829+305.6% |