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 | $66,144 | $99,647-33.6% | $86,439-23.5% | $134,509-50.8% |
| Participation rate | 85.7% | 82.1%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -14.07% | 6784.13%-6798.2pp | 4395.55%-4409.6pp | 418.13%-432.2pp |
| Employer contribution / active EE | $4,054 | $4,401-7.9% | $3,769+7.6% | $4,741-14.5% |
| Participant deferral / active EE | $3,308 | $7,246-54.3% | $6,952-52.4% | $6,400-48.3% |
| Admin fee / account holder | $550 | $8,373-93.4% | $6,732-91.8% | $11,427-95.2% |