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 | $69,755 | $138,076-49.5% | $123,553-43.5% | $135,380-48.5% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -6.89% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $7,188 | $5,152+39.5% | $4,628+55.3% | $4,779+50.4% |
| Participant deferral / active EE | $5,611 | $6,800-17.5% | $6,426-12.7% | $5,6090% |
| Admin fee / account holder | $1,611 | $10,917-85.2% | $9,284-82.6% | $10,828-85.1% |